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Shelton Equity Income Fund Investor Shares (EQTIX)

US Funds

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17.61 +0.17 +0.97%

20/12 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 827.69M

Type: Fund

Market: United States

Asset Class: Equity

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EQTIX Overview

Find basic information about the Shelton Equity Income Fund Investor Shares mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add EQTIX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary. (ISIN: US82301Q7593)

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Technical Chart

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Rating

1-Year Change7.77%

Prev. Close17.44

Risk Rating

TTM Yield8.40%

ROE30.32%

IssuerN/A

Turnover74%

ROA11.92%

Inception Date35317

Total Assets827.69M

Expenses0.67%

Min. Investment1,000

Market Cap197.59B

CategoryDerivative Income

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Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1210	1059	1253	1339	1736	2397
Fund Return	20.98%	5.91%	25.27%	10.22%	11.66%	9.14%
Place in category	38	74	34	6	9	5
% in Category	34	53	34	13	10	9

Top Equity Funds by Shelton Capital Management

Name	Total Assets	YTD%	3Y%	10Y%
Shelton Nasdaq-100 Index Direct	1.86B	24.79	9.54	17.49
Shelton S&P 500 Index Direct	287.27M	20.50	8.69	12.62
Shelton S&P Midcap Index Direct	109.52M	21.78	8.62	10.21
Shelton Capital Management SP Smald	52.54M	17.41	5.76	9.75
Shelton Capital Management Nasdaq 1	38.72M	19.34	11.01	17.28

Top Funds for Derivative Income Category

Name	Total Assets	YTD%	3Y%	10Y%
US46645V6754	4.37B	17.10	9.44	-
Goldman Sachs US Eq Div and Prem In	1.57B	23.52	9.94	10.88
BlackRock US Opportunities Instl	1.32B	13.84	9.34	8.04
Goldman Sachs US Eq Div and Premium	496.37M	23.44	9.84	10.74
BlackRock US Opportunities Inv A	287M	13.60	9.04	7.73

Top Holdings

Name	ISIN	Weight %	Last	Change %
United States Treasury Bills 0%	-	6.88	-	-
NVIDIA	US67066G1040	3.04	136.97	+1.68%
Apple	US0378331005	2.60	254.72	+0.09%
Alphabet A	US02079K3059	1.98	192.22	+0.42%
Meta Platforms	US30303M1027	1.92	595.33	+1.72%

Technical Summary

Type	Daily	Weekly	Monthly
Moving Averages	Sell	Neutral	Buy
Technical Indicators	Strong Sell	Strong Buy	Strong Buy
Summary	Strong Sell	Buy	Strong Buy

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Shelton Core Valu.	17.61	+0.17	+0.97%