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Shelton Equity Income Fund Investor Shares (EQTIX)

US Funds

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17.99 +0.08 +0.45%

22/11 - Closed. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 827.32M

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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.

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Rating

1-Year Change12.37%

Prev. Close17.91

Risk Rating

TTM Yield8.63%

ROE30.32%

IssuerN/A

Turnover74%

ROA11.92%

Inception Date35317

Total Assets827.32M

Expenses0.67%

Min. Investment1,000

Market Cap197.59B

CategoryDerivative Income

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Shelton Equity Income Fund Investor Shares Analysis

Oil’s Iran Cliffhanger: What To Know And What To Expect By Barani Krishnan - Aug 17, 2022 5

EU attempting to revive Iran nuclear deal with market staying pessimistic Crude prices could rebound from oversold conditions but stay off 2022 highs Both Iran, US likely...

Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1159	1043	1278	1259	1698	2342
Fund Return	15.9%	4.32%	27.83%	7.97%	11.17%	8.88%
Place in category	30	21	33	8	12	5
% in Category	28	18	32	10	13	9

Top Equity Funds by Shelton Capital Management

Name	Total Assets	YTD%	3Y%	10Y%
Shelton Nasdaq-100 Index Direct	1.83B	18.55	8.38	17.41
Shelton S&P 500 Index Direct	291.83M	20.50	8.69	12.62
Shelton S&P Midcap Index Direct	114.85M	13.02	6.92	9.97
Shelton Capital Management SP Smald	55.4M	8.88	3.70	9.68
Shelton California Tax-Free Income	36.45M	1.88	-0.13	1.40

Top Funds for Derivative Income Category

Name	Total Assets	YTD%	3Y%	10Y%
US46645V6754	4.41B	12.32	7.16	-
Goldman Sachs US Eq Div and Prem In	1.59B	18.70	8.29	10.59
BlackRock US Opportunities Instl	1.39B	10.16	6.61	7.89
Goldman Sachs US Eq Div and Premium	497.54M	18.63	8.20	10.47
BlackRock US Opportunities Inv A	300.74M	9.93	6.33	7.58

Top Holdings

Name	ISIN	Weight %	Last	Change %
United States Treasury Bills 0%	-	6.88	-	-
NVIDIA	US67066G1040	3.04	141.95	-3.22%
Apple	US0378331005	2.60	229.87	+0.59%
Alphabet A	US02079K3059	1.98	164.76	-1.71%
Meta Platforms	US30303M1027	1.92	559.14	-0.70%

Technical Summary

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

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Shelton Core Valu.	17.99	+0.08	+0.45%