Shelton Green Financials
| NEXTX Fund | USD 33.67 0.02 0.06% |
Shelton |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Shelton Green Fund Summary
Shelton Green competes with Firsthand Alternative, Guinness Atkinson, New Alternatives, Ridgeworth Innovative, and Amer Beacon. Under normal market conditions, the fund invests 80 percent of the net assets of the fund in equities of Sustainable companies. It will invest in U.S. common and foreign stocks and American Depository Receipts . The fund may invest in companies of all sizes and seeks diversification by economic sector and geography.Specialization | Mid-Cap Growth, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Shelton Capital management |
| Mutual Fund Family | Shelton Capital Management |
| Mutual Fund Category | Mid-Cap Growth |
| Benchmark | Dow Jones Industrial |
| Phone | 800 955 9988 |
| Currency | USD - US Dollar |
Shelton Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Shelton Green's current stock value. Our valuation model uses many indicators to compare Shelton Green value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Shelton Green competition to find correlations between indicators driving Shelton Green's intrinsic value. More Info.Shelton Green Alpha is number one fund in price to earning among similar funds. It also is number one fund in price to book among similar funds fabricating about 0.11 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Shelton Green Alpha is roughly 9.41 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Shelton Green's earnings, one of the primary drivers of an investment's value.Shelton Green Alpha Systematic Risk
Shelton Green's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Shelton Green volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was fourteen with a total number of output elements of fourty-seven. The Beta measures systematic risk based on how returns on Shelton Green Alpha correlated with the market. If Beta is less than 0 Shelton Green generally moves in the opposite direction as compared to the market. If Shelton Green Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Shelton Green Alpha is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Shelton Green is generally in the same direction as the market. If Beta > 1 Shelton Green moves generally in the same direction as, but more than the movement of the benchmark.
Shelton Green Thematic Clasifications
Shelton Green Alpha is part of Alternative Energy investing theme. If you are a theme-oriented, socially responsible, and at the same time, a result-driven investor, you can align your investing habits with your values without jeopardizing your expectations about returns. You can easily create an optimal portfolio of stocks, ETFs, funds, or cryptocurrencies based on a specific theme of your liking. Companies, funds and ETFs that are involved in development and popularizing of alternative energy. Large and mid-size companies, ETFs and funds that are either investing or directly involved in providing energy derived from sources not connected to fossil fuels, do not consume natural resources, and do not harm the environment. This includes wind power, nuclear and solar energy, biofuel, ethanol, hydrogen and others alternative sources of energy
This theme covers Companies, funds and ETFs that are involved in development and popularizing of alternative energy. Large and mid-size companies, ETFs and funds that are either investing or directly involved in providing energy derived from sources not connected to fossil fuels, do not consume natural resources, and do not harm the environment. This includes wind power, nuclear and solar energy, biofuel, ethanol, hydrogen and others alternative sources of energy. Get More Thematic Ideas
Shelton Green Alpha is regarded second largest fund in net asset among similar funds. Total Asset Under Management (AUM) of Mid-Cap Growth category is currently estimated at about 1.42 Billion. Shelton Green retains roughly 202.29 Million in net asset claiming about 14% of funds under Mid-Cap Growth category.| Alternative Energy | View |
Shelton Green November 28, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Shelton Green help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Shelton Green Alpha. We use our internally-developed statistical techniques to arrive at the intrinsic value of Shelton Green Alpha based on widely used predictive technical indicators. In general, we focus on analyzing Shelton Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Shelton Green's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.9525 | |||
| Information Ratio | (0.08) | |||
| Maximum Drawdown | 3.87 | |||
| Value At Risk | (1.47) | |||
| Potential Upside | 1.5 |
Other Information on Investing in Shelton Mutual Fund
Shelton Green financial ratios help investors to determine whether Shelton Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Shelton with respect to the benefits of owning Shelton Green security.
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