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Shelton Equity Income Fund Investor Shares (EQTIX)

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17.11 +0.16 +0.94%

07:00:00 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Issuer: Shelton Capital Management

Asset Class: Equity

Morningstar Rating:
Total Assets: 864.28M

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Shelton Equity Income Fund Investor Shares 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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Rating

1-Year Change - 0.29%

Prev. Close16.95

Risk Rating

TTM Yield9.25%

ROE29.73%

IssuerShelton Capital Management

Turnover74%

ROA11.60%

Inception Date35317

Total Assets864.28M

Expenses0.67%

Min. Investment1,000

Market Cap211.29B

CategoryDerivative Income

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Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1028	1039	1185	1319	1740	2455
Fund Return	2.8%	3.92%	18.46%	9.67%	11.71%	9.39%
Place in category	71	99	58	12	8	5
% in Category	38	65	54	16	9	9

Top Equity Funds by Shelton Capital Management

Name	Total Assets	YTD%	3Y%	10Y%
Shelton Nasdaq-100 Index Direct	1.74B	2.21	13.37	18.30
Shelton S&P 500 Index Direct	277.97M	27.54	11.04	12.96
Shelton S&P Midcap Index Direct	102.31M	21.78	8.62	10.21
Shelton Capital Management SP Smald	48.26M	17.41	5.76	9.75
Shelton Capital Management Nasdaq 1	36.84M	24.98	8.85	17.25

Top Funds for Derivative Income Category

Name	Total Assets	YTD%	3Y%	10Y%
US46645V6754	4.55B	2.42	7.92	-
Goldman Sachs US Eq Div and Prem In	1.55B	2.24	10.34	11.28
BlackRock US Opportunities Instl	1.33B	3.47	5.83	7.99
Goldman Sachs US Eq Div and Premium	484.91M	2.23	10.24	11.15
BlackRock US Opportunities Inv A	294.42M	3.44	5.57	7.68

Top Holdings

Name	ISIN	Weight %	Last	Change %
United States Treasury Bills 0%	-	9.94	-	-
Apple	US0378331005	3.25	235.74	-0.08%
NVIDIA	US67066G1040	2.44	117.30	+1.13%
Netflix	US64110L1061	2.33	990.92	+1.89%
Amazon.com	US0231351067	2.26	208.36	+2.24%

Technical Summary

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

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Shelton Core Valu.	17.11	+0.16	+0.94%