Shelton Capital Management announced today that the Shelton Green Alpha Fund (ticker: NEXTX) celebrated its five-year anniversary on March 12, 2018. Since inception, the Fund has achieved returns of 10.49% annualized, net of fees.
The Shelton Green Alpha Fund has earned a Morningstar® Sustainability RatingTM of Five Globes. The Fund is ranked in the top one percent, based on the Morningstar Sustainability Score. The Morningstar Sustainability Rating helps investors evaluate funds based on environmental, social and governance (ESG) factors and provides Sustainability Ratings for approximately 21,000 mutual funds and exchange-traded funds. Using data from Sustainalytics, a leading independent provider of ESG and corporate governance ratings and research, Morningstar calculates the rating based on the underlying fund holdings. The sustainability rating ranks funds relative to their Morningstar Category by assigning a scale of 1 to 5 globes.
In addition, the Shelton Green Alpha Fund has earned the maximum Five-Badges rating from FossilFreeFunds.org, indicating the fund is “clean” in each of their five distinct fossil fuels categories. The rating system is a free web tool provided by shareholder advocacy nonprofit As You Sow that screens for fossil fuel holdings in mutual funds. The Shelton Green Alpha Fund has been fossil free since its launch on March 12, 2013.
“We believe companies that create or enable innovative solutions to the risks of climate change, resource scarcity and widening inequality are the greatest growth drivers of the twenty first century,” said Jeremy Deems, Green Alpha Co-Founder and Chief Financial Officer.
Sub-advised by Green Alpha Advisors of Boulder, Colorado, the Shelton Green Alpha Fund seeks to achieve long-term capital appreciation by investing in stocks in the green economy. The companies within Green Alpha’s Next Economy™ investment universe offer innovative solutions to the global economy’s greatest systemic risks, namely climate change, resource scarcity and widening inequality. In a world that faces increasingly complex and intertwined challenges, Green Alpha believes these to be the companies that will build a thriving economy and drive wealth creation over the long-term.
“Investor demand for sustainable and impact investing solutions is driving a green wave in financial services—and the Shelton Green Alpha Fund is at the forefront,” said Shelton Capital Management CEO Steve Rogers. “With a focused, disciplined investment strategy, the fund managers invest primarily in companies that they believe to be leaders in managing environmental risks and opportunities, have above average growth potential and are reasonably valued.”
Average Annual Total Returns as of 6/30/2018
| 4Q17 | 1 YR | 3 YR | Since Inception |
|---|---|---|---|
| -2.31% | -0.42% | 3.69% | 10.49% |
Total returns include changes in share price and the reinvestment of income dividends and all capital gains distributions.
The performance data quoted represents past performance. Performance figures represent past performance and are not a guarantee of future results. The investment return and the principal value of an investment will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original cost; current performance may be lower or higher than the performance data quoted. For more current month-end Fund performance information, call (800) 955-9988 or visit www.sheltoncap.com/.
About Shelton Capital Management
Shelton Capital Management is a multi-strategy asset manager offering investment solutions including mutual funds and separate accounts to the clients of wealth managers, the retirement plan market, and individual investors. Founded in 1985, Shelton Capital Management has maintained consistent investment principles and a steadfast focus on authentic customer service. With offices in San Francisco, Denver and Greenwich, CT, Shelton Capital Management manages over $1.93 billion in client assets as of 9/15/17. For additional information, please visit us at https://www.sheltoncap.com/ or call (800) 955-9988.
About Green Alpha Advisors, LLC
Green Alpha’s investment philosophy is straight forward: don’t invest in companies that cause global systemic risks; instead, invest in the solutions. That’s the Next Economy.
Green Alpha Advisors is led by three pioneering executives who each have 20 years of asset management experience. Green Alpha has been redefining asset management since 2007 by investing in the Next Economy – an economy driven by companies that are developing innovative solutions to major systemic risks, like climate change, resource scarcity and widening inequality.
Important Information:
INVESTMENTS ARE NOT FDIC INSURED OR BANK GUARANTEED AND MAY LOSE VALUE.
It is possible to lose money by investing in the Fund. Investors should consider a Fund’s investment objectives, risks, charges and expenses carefully before investing. The prospectus contains this and other information about the fund. To obtain a prospectus, visit www.sheltoncap.com/ or call (800) 955-9988. A prospectus should be read carefully before investing.
Green Alpha’s environmental focus may limit Investment options available to the Fund and may result in lower returns than returns of funds not subject to such investment considerations. There are no assurances that the fund will achieve its objective and or strategy.
Green Alpha is a registered trademark of Green Alpha Advisors, LLC. “Next Economy” and “Investing in the Next Economy” are trademarks of Green Alpha Advisors, LLC.
The Shelton Green Alpha Fund is distributed by RFS Partners, member FINRA and an affiliate of Shelton Capital Management. Green Alpha Advisors is not affiliated with RFS Partners or Shelton Capital Management. (8/2018)
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