Shelton Sustainable Equity Fund Institutional Class (NEXIX)

Overview

The provided company operates as an investment fund focused on sustainability. It is designed for investors aiming to align their portfolios with their values by investing in companies that meet specific criteria of sustainability. The fund targets an investment allocation of 80 percent of its net assets in sustainable companies, embracing categories such as environmental responsibility, social contribution, and governance standards. To achieve its investment goals, the fund incorporates a variety of equities including U.S. and foreign stocks, as well as American Depository Receipts (ADRs), which allows it to diversify its portfolio across different sectors and geographical regions. The strategy signifies a commitment to not just financial returns but also contributing positively to societal and environmental outcomes.

Products and Services

• U.S. Common Stocks:

The fund invests in common shares of U.S. companies that are identified as leaders or emerging leaders in sustainability practices within their respective industries. This includes a wide array of sectors such as renewable energy, sustainable agriculture, water conservation, and social governance, allowing investors to contribute to the growth of businesses that prioritize sustainability while seeking financial returns.

• Foreign Stocks:

Understanding the global nature of sustainability challenges, the fund extends its investments to include equities of foreign companies that adhere to high sustainability standards. This diversification not only enhances the potential for risk-adjusted returns but also supports global initiatives in sustainability, thus contributing to international projects and companies that have a positive environmental and social impact.

• American Depository Receipts (ADRs):

ADRs provide a way for the fund to invest in non-U.S. companies in a manner that is traded on U.S. stock exchanges, thereby offering a practical mechanism for exposure to foreign sustainable companies without the complexities of direct investments in foreign markets. This serves dual purposes of diversification and global sustainability support, enabling investments in companies from emerging markets that are leaders in sustainable practices.