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Shelton Equity Income Fund Investor Shares (EQTIX)

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16.86 +0.04 +0.24%

10/05 - Closed. Currency in USD ( Disclaimer )

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 681.24M

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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 Change8.63%

Prev. Close16.82

Risk Rating

TTM Yield8.59%

ROE30.91%

IssuerN/A

Turnover79%

ROA11.58%

Inception Date35317

Total Assets681.24M

Expenses0.69%

Min. Investment1,000

Market Cap183.26B

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 3

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

	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1041	1024	1159	1214	1588	2263
Fund Return	4.15%	2.43%	15.91%	6.67%	9.68%	8.51%
Place in category	47	66	16	15	12	5
% in Category	47	51	21	30	14	10

Top Equity Funds by Shelton Capital Management

Name	Total Assets	YTD%	3Y%	10Y%
Shelton Nasdaq-100 Index Direct	1.6B	3.76	8.43	17.63
Shelton S&P 500 Index Direct	260.44M	5.92	7.67	12.04
Shelton S&P Midcap Index Direct	110.63M	3.11	2.72	9.14
Shelton Capital Management SP Smald	51.5M	-0.95	2.01	8.17
Shelton California Tax-Free Income	39.52M	-1.13	-1.14	1.34

Top Funds for Derivative Income Category

Name	Total Assets	YTD%	3Y%	10Y%
US46645V6754	4.17B	3.39	6.93	-
BlackRock US Opportunities Instl	1.47B	3.95	6.02	8.15
Goldman Sachs US Eq Div and Prem In	1.42B	4.31	6.50	9.99
Goldman Sachs US Eq Div and Premium	477.49M	4.29	6.41	9.85
BlackRock US Opportunities Inv A	304.53M	3.86	5.74	7.83

Top Holdings

Name	ISIN	Weight %	Last	Change %
United States Treasury Bills 0%	-	5.62	-	-
Meta Platforms Inc Class A	-	2.71	-	-
Amazon.com Inc	-	2.18	-	-
Microsoft Corp	-	2.08	-	-
Costco Wholesale Corp	-	1.95	-	-

Technical Summary

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

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Shelton Core Valu.	16.86	+0.04	+0.24%
	ANB Diyar Jeddah .	0.13	-10.81	-98.79%