Shelton Green Alpha Fund (NEXTX) belongs to the Mid Cap Growth Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with NEXTX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to NEXTX
NEXTX charges 1.16% annually. There are 129 mutual funds in the Mid Cap Growth Equities category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| State Street Small/Mid Cap Equity Index Portfolio | 0.02% | — | Aug 2015 | NEXTX vs SSMHX | |
| Morgan Stanley Discovery Portfolio | 0.04% | — | Apr 2017 | NEXTX vs MMGPX | |
| Fidelity Mid Cap Growth Index Fund | 0.05% | — | Jul 2019 | NEXTX vs FMDGX | |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares | 0.07% | 33.80B | Sep 2011 | NEXTX vs VMGMX | |
| Vanguard S&P Mid-Cap 400 Growth Index Fund Institu... | 0.08% | — | Mar 2011 | NEXTX vs VMFGX |
Best Risk-Adjusted Alternatives to NEXTX
NEXTX has a PortfoliosLab risk / return rank of 13. There are 65 mutual funds in the Mid Cap Growth Equities category with higher risk-adjusted ranks, going as high as 86.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Capital Opportunity Fund Investor Shares | 86 | 31.20B | Aug 1995 | NEXTX vs VHCOX | |
| Needham Growth Fund | 78 | — | Jan 1996 | NEXTX vs NEEGX | |
| Timothy Plan Aggressive Growth Fund | 78 | — | Oct 2000 | NEXTX vs TAAGX | |
| PrimeCap Odyssey Aggressive Growth Fund | 77 | — | Nov 2004 | NEXTX vs POAGX | |
| Needham Growth Fund Institutional Class | 76 | — | Dec 2016 | NEXTX vs NEEIX |
Top Performing NEXTX Alternatives (YTD)
NEXTX is at 10.62% YTD. There are 56 mutual funds in the Mid Cap Growth Equities category with higher YTD returns, going as high as 44.89%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Growth Fund Institutional Class | 44.89% | — | Dec 2016 | NEXTX vs NEEIX | |
| Needham Growth Fund | 44.58% | — | Jan 1996 | NEXTX vs NEEGX | |
| Kinetics Spin-Off and Corporate Restructuring Fund | 37.54% | — | May 2007 | NEXTX vs LSHAX | |
| Timothy Plan Aggressive Growth Fund | 28.73% | — | Oct 2000 | NEXTX vs TAAGX | |
| Kinetics Paradigm Fund | 25.77% | — | Dec 1999 | NEXTX vs WWNPX |
Lowest Volatility Alternatives to NEXTX
NEXTX has 16.77% 1-year volatility. There are 42 mutual funds in the Mid Cap Growth Equities category with lower 1-year volatility, going as low as 10.68%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Mid Cap Fund | 10.68% | — | May 2021 | NEXTX vs BBMIX | |
| Bright Rock Mid Cap Growth Fund | 12.31% | — | May 2010 | NEXTX vs BQMGX | |
| JPMorgan Mid Cap Equity Fund | 12.69% | — | Dec 1996 | NEXTX vs VSNGX | |
| Value Line Mid Cap Focused Fund | 13.49% | — | Mar 1950 | NEXTX vs VLIFX | |
| Sparrow Growth Fund | 13.52% | — | Oct 1998 | NEXTX vs SGFFX |
Lowest Drawdown Alternatives to NEXTX
NEXTX has a 1-year max drawdown of -10.93%. There are 31 mutual funds in the Mid Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -7.81%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Victory Munder Mid-Cap Core Growth Fund | -7.81% | — | Jun 1998 | NEXTX vs MGOYX | |
| JPMorgan Mid Cap Equity Fund | -8.24% | — | Dec 1996 | NEXTX vs VSNGX | |
| BBH Select Series - Mid Cap Fund | -8.89% | — | May 2021 | NEXTX vs BBMIX | |
| Guggenheim StylePlus - Mid Growth Fund | -9.17% | — | Sep 1969 | NEXTX vs SECUX | |
| Timothy Plan Aggressive Growth Fund | -9.37% | — | Oct 2000 | NEXTX vs TAAGX |
Other Mutual Funds from Shelton Capital Management
The 7 most viewed Shelton Capital Management mutual funds shown here include NASDX, EQTIX, DEBTX and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Shelton Capital Management Nasdaq-100 Index Fund D... | Large Cap Growth Equities | 53 | 17.04% | — | Jan 2000 | NEXTX vs NASDX | |
| Shelton Equity Income Fund | Derivative Income | 56 | 9.60% | — | Sep 1996 | NEXTX vs EQTIX | |
| Shelton Tactical Credit Fund | Nontraditional Bonds | 69 | 2.09% | — | Dec 2013 | NEXTX vs DEBTX | |
| Shelton International Select Equity Fund | Foreign Large Cap Equities | 52 | 14.29% | — | Dec 2008 | NEXTX vs SISEX | |
| Shelton Capital Management U.S. Government Securit... | Government Bonds | 9 | -0.63% | — | Dec 1985 | NEXTX vs CAUSX | |
| Green California Tax-Free Income Fund | Municipal Bonds | 75 | 2.01% | — | Dec 1985 | NEXTX vs CFNTX | |
| Shelton Emerging Markets Fund | Emerging Markets Diversified | 61 | 18.56% | — | Mar 1997 | NEXTX vs EMSQX |
Often Compared With NEXTX
Investors most often compare NEXTX with FXAIX, QQQ, PGOFX. These 20 comparison targets span 5 categories, based on PortfoliosLab usage data.
Compare NEXTX with Any Fund or Stock
Compare NEXTX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair NEXTX with funds that move differently
Shelton Green Alpha Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to NEXTX.
Explore NEXTX Diversifiers