What does Shelton Sustainable Equity Investor do?

Shelton Sustainable Equity Investor (NEXTX) operates in the Asset Management industry within the Financial Services sector. Full company description, peers, and segment breakdown are on the page above.

What is NEXTX's market cap?

Shelton Sustainable Equity Investor (NEXTX) has a market capitalization of approximately $69.6 million, as of July 24, 2026, based on the most recent share price and shares outstanding.

Does NEXTX pay a dividend?

Yes — Shelton Sustainable Equity Investor (NEXTX) pays a dividend annually, with a trailing-twelve-month yield of 0.18%. Full distribution history, payout ratios, and growth rates are on the Dividend tab.

NEXTX

Shelton Sustainable Equity Investor

NASDAQ·Asset Management · Financial Services

$37.24$0.08−0.21%

Market cap$69.61M·Market closed·Jul 24 8:00 PM UTC

Price Chart

$37.24−$0.08 (−0.21%)today

−19.60%CAGR −4.27%

Select date range

FromTo

Mar 14, 2013Jul 25, 2021 → Jul 25, 2026· 5.0 yrsJul 25, 2026

Key Metrics

DividendDividend Tab

Dividend Yield (FWD)0.18%

Annual Dividend (FWD)$0.07

Dividend Growth (5Y)−31.5%

Dividend Safety—

Payout Ratio—

FCF Payout Ratio—

Most Recent Dividend$0.068

Ex-Dividend DateDec 31

Payment DateDec 31

EarningsEarnings Tab

EPS (FWD)—

P/E Ratio (FWD)—

EPS Growth (1Y)—

EPS Growth (3Y)—

EPS Growth (5Y)—

Next Earnings Date—

Last Report Date—

Reported vs Estimate—

Earnings Surprise—

Income Statement Flow

PRO

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About Shelton Sustainable Equity Investor

Under typical market circumstances, this fund's core strategy is to allocate a minimum of 80% of its net assets—which includes any capital obtained through borrowing—into the equity shares of companies deemed "Sustainable." Its holdings will feature a mix of U.S. common stocks, international equities, and American Depository Receipts (ADRs). The fund is designed to invest in businesses of all market capitalizations and strategically seeks to diversify its portfolio across a variety of economic sectors and geographical locations.

Sector: Financial Services
Industry: Asset Management
Exchange: NASDAQ
Website: sheltonfunds.com/domestic-stock-funds/shelton-sustainable-equity-fund-nextx/

Peers

Peers Tab

FSAVX

Fidelity Select Automotive Portfolio

Cap

$56.2M

LZUOX

Lazard US Equity Select Portfolio Open Shares

Cap

$76.9M

FOBAX

Tributary Balanced Fd Instl

Cap

$80.9M

Latest News

News Tab

No recent news available.

Frequently Asked Questions About NEXTX

What does Shelton Sustainable Equity Investor do?: Shelton Sustainable Equity Investor (NEXTX) operates in the Asset Management industry within the Financial Services sector. Full company description, peers, and segment breakdown are on the page above.
What is NEXTX's market cap?: Shelton Sustainable Equity Investor (NEXTX) has a market capitalization of approximately $69.6 million, as of July 24, 2026, based on the most recent share price and shares outstanding.
Does NEXTX pay a dividend?: Yes — Shelton Sustainable Equity Investor (NEXTX) pays a dividend annually, with a trailing-twelve-month yield of 0.18%. Full distribution history, payout ratios, and growth rates are on the Dividend tab.