Shelton Green Alpha Fund (NEXTX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to NEXTX
NEXTX charges 1.16% annually. Among mutual funds in the Mid Cap Growth Equities category, these options have the lowest expense ratios among NEXTX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| State Street Small/Mid Cap Equity Index Portfolio | 0.02% | Aug 11, 2015 | NEXTX vs SSMHX | |
| Fidelity Extended Market Index Fund | 0.04% | — | NEXTX vs FSMAX | |
| Morgan Stanley Discovery Portfolio | 0.04% | Apr 30, 2017 | NEXTX vs MMGPX | |
| Fidelity Mid Cap Growth Index Fund | 0.05% | Jul 11, 2019 | NEXTX vs FMDGX | |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares | 0.07% | Sep 27, 2011 | NEXTX vs VMGMX |
Best Risk-Adjusted Alternatives to NEXTX
Among mutual funds in the Mid Cap Growth Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Timothy Plan Aggressive Growth Fund | 92 | Oct 5, 2000 | NEXTX vs TAAGX | |
| Needham Growth Fund | 84 | Jan 2, 1996 | NEXTX vs NEEGX | |
| Calamos Timpani SMID Growth Fund | 78 | Jul 31, 2019 | NEXTX vs CTIGX | |
| Essex Environmental Opportunities Fund | 75 | Sep 1, 2017 | NEXTX vs EEOFX | |
| Baron Focused Growth Fund | 75 | Jun 30, 2008 | NEXTX vs BFGFX |
Top Performing NEXTX Alternatives (YTD)
NEXTX alternatives from the Mid Cap Growth Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Kinetics Spin-Off and Corporate Restructuring Fund | 52.24% | May 4, 2007 | NEXTX vs LSHAX | |
| Kinetics Paradigm Fund | 38.76% | Dec 31, 1999 | NEXTX vs WWNPX | |
| Kinetics Market Opportunities Fund No Load Class | 22.52% | Jan 31, 2006 | NEXTX vs KMKNX | |
| Kinetics Market Opportunities Fund | 22.43% | Jan 31, 2006 | NEXTX vs KMKAX | |
| Needham Growth Fund | 15.68% | Jan 2, 1996 | NEXTX vs NEEGX |
Lowest Volatility Alternatives to NEXTX
NEXTX alternatives from the Mid Cap Growth Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Royce International Premier Fund Institutional Cla... | 13.84% | — | NEXTX vs RIPIX | |
| Bright Rock Mid Cap Growth Fund | 15.98% | May 26, 2010 | NEXTX vs BQMGX | |
| Villere Equity Fund | 16.35% | May 31, 2013 | NEXTX vs VLEQX | |
| Value Line Mid Cap Focused Fund | 17.00% | Mar 1, 1950 | NEXTX vs VLIFX | |
| JPMorgan Mid Cap Equity Fund | 17.70% | Dec 31, 1996 | NEXTX vs VSNGX |
Lowest Drawdown Alternatives to NEXTX
NEXTX alternatives from the Mid Cap Growth Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Baron Asset Fund | -11.12% | Jun 12, 1987 | NEXTX vs BARAX | |
| Baron Asset Fund Institutional Class | -11.12% | May 29, 2009 | NEXTX vs BARIX | |
| Virtus KAR Small-Cap Core Fund | -11.21% | Oct 18, 1996 | NEXTX vs PKSFX | |
| FAM Value Fund | -11.38% | Jan 2, 1987 | NEXTX vs FAMVX | |
| Villere Equity Fund | -11.43% | May 31, 2013 | NEXTX vs VLEQX |
Other Mutual Funds from Shelton Capital Management
Most popular Shelton Capital Management mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Shelton Equity Income Fund | Derivative Income | 21 | -5.60% | Sep 3, 1996 | NEXTX vs EQTIX | |
| Shelton Tactical Credit Fund | Nontraditional Bonds | 51 | -2.23% | Dec 11, 2013 | NEXTX vs DEBTX | |
| Shelton International Select Equity Fund | Foreign Large Cap Equities | 77 | 1.30% | Dec 19, 2008 | NEXTX vs SISEX | |
| Green California Tax-Free Income Fund | Municipal Bonds | 23 | -0.75% | Dec 3, 1985 | NEXTX vs CFNTX | |
| Shelton Emerging Markets Fund | Emerging Markets Diversified | 85 | 3.82% | Mar 19, 1997 | NEXTX vs EMSQX | |
| Shelton Capital Management U.S. Government Securit... | Government Bonds | 13 | -0.46% | Dec 3, 1985 | NEXTX vs CAUSX |
Often Compared With NEXTX
What investors most often compare with NEXTX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | S&P 500 | 60 | -4.34% | Feb 17, 1988 | NEXTX vs FXAIX | |
| Invesco QQQ ETF | Large Cap Growth Equities | 65 | -4.76% | Mar 10, 1999 | NEXTX vs QQQ | |
| Congress Mid Cap Growth Fund | Mid Cap Growth Equities | 14 | 1.31% | Oct 31, 2012 | NEXTX vs IMIDX | |
| Tanaka Growth Fund | Mid Cap Growth Equities | 63 | 2.11% | Dec 30, 1998 | NEXTX vs TGFRX | |
| American Funds SMALLCAP World Fund Class A | Foreign Small & Mid Cap Equities, Mid Cap Growth Equities | 64 | -1.05% | Apr 30, 1990 | NEXTX vs SMCWX |
Compare NEXTX with Any Fund or Stock
Compare NEXTX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.