NEXIX Mutual Fund (Shelton Sustainable Equity Fund Class Institutional) is managed by Shelton Capital Management with $9.1M in net assets. NEXIX expense ratio is 1.01%, holding 45 positions across sectors including Industrials, Unknown, Information Technology. Inception date: 2022-10-10.

NEXIX performance shows a YTD return of 9.98%. The 1-year return is 14.80% and the 5-year return is -4.40%. NEXIX dividend yield stands at 0.40%, paid annually.

NEXIX top holdings include Bunge, Ltd (5.0%), Deere & Co Sedol 2261203 (4.8%), Gaztransport et Technigaz SA (4.7%), Schneider Electric S.E. Ord (4.5%), Ha Sustainable Infrastructure Capital Inc (4.3%). View all NEXIX holdings, sector breakdown, or dividend history.

NEXIX can be compared against other funds using the overlap calculator or side-by-side comparison tool. NEXIX alternatives are available via the screener, along with tax-loss harvesting opportunities.