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Shelton Green Alpha Fund - Institutional: (MF: NEXIX)

(NASDAQ Mutual Funds) As of Feb 12, 2026 05:41 PM ET

$36.95 USD

-0.83 (-2.20%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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5-Strong Sell of 5         5

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Jan 31, 2026

Total Return %* Percentile Rank Objective
YTD 7.62 1
3 months 1.86 48
6 months 8.22 46
1 Year 16.24 16
3 Year 3.76 97
5 Year NA NA
10 Year NA NA

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) NA
Bull Market (2/09 - 3/21) NA

Load Adjusted Returns as of Jan 31, 2026

1 Year 11.63
5 Year NA
10 Year NA
Since Inception 3.62

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -6.41 16.41 5.91 -3.26
2024 2.56 -3.15 5.36 -6.63
2023 6.43 0.94 -12.13 8.41

Annual Return

2026202520242023
% Total Return 7.6111.63-2.282.34
% Total Return Rel to Index 0.00-6.58-27.30-23.89
% Total Return Rel to Peer 0.00-1.07-21.67-20.65
% Perf Quintile vs Peer* 0.000.000.005.00
% Dividends 0.000.150.100.08
% Yield NA0.420.340.46
Capital Gains ($) 0.000.000.000.00
Expense Ratio 0.001.011.000.97

* 1 = Top 20%, 5 = Bottom 20%