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Shelton Equity Income Fund Investor Shares (EQTIX)

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15.67 +0.01 +0.06%

15/04 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 820.18M

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.

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Rating

1-Year Change - 5.09%

Prev. Close15.66

Risk Rating

TTM Yield9.99%

ROE28.50%

IssuerN/A

Turnover74%

ROA10.79%

Inception Date35317

Total Assets820.18M

Expenses0.67%

Min. Investment1,000

Market Cap188.04B

CategoryDerivative Income

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Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	967	967	1046	1234	1926	2232
Fund Return	-3.32%	-3.32%	4.62%	7.25%	14.01%	8.36%
Place in category	91	91	79	17	15	5
% in Category	44	44	63	22	22	10

Top Equity Funds by Shelton Capital Management

Name	Total Assets	YTD%	3Y%	10Y%
Shelton Nasdaq-100 Index Direct	1.55B	-8.19	9.61	16.49
Shelton S&P 500 Index Direct	255.57M	27.54	11.04	12.96
Shelton S&P Midcap Index Direct	93.27M	21.78	8.62	10.21
Shelton Capital Management SP Smald	43.28M	17.41	5.76	9.75
Shelton Capital Management Nasdaq 1	33.58M	24.98	8.85	17.25

Top Funds for Derivative Income Category

Name	Total Assets	YTD%	3Y%	10Y%
US46645V6754	4.17B	0.27	6.47	-
Goldman Sachs US Eq Div and Prem In	1.42B	-3.74	7.94	10.17
BlackRock US Opportunities Instl	1.08B	2.65	5.07	7.07
Goldman Sachs US Eq Div and Premium	432.36M	-3.69	7.87	10.05
BlackRock US Opportunities Inv A	272.65M	2.58	4.79	6.78

Top Holdings

Name	ISIN	Weight %	Last	Change %
United States Treasury Bills 0%	-	10.70	-	-
Apple	US0378331005	3.09	194.27	-3.89%
Goldman Sachs	US38141G1040	2.05	499.05	-1.74%
Netflix	US64110L1061	1.91	961.77	-1.49%
AT&T	US00206R1023	1.90	27.02	-1.75%

Technical Summary

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

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Recent Quotes

Name	Price	Chg.	Chg. %
Shelton Core Valu.	15.67	+0.01	+0.06%
AlphaBalanced B I.	170.720	+1.030	+0.61%
Architas MA Blend.	1.05	0.00	0.32%
CSIF CH Bond Glob.	920.060	+1.710	+0.19%
Fidelity Funds - .	20.370	+0.220	+1.09%
Amplify Travel Te.	18.85	-0.21	-1.10%
TREND IMOBILIÁRIO.	1.397	+0.031	+2.27%
Fidelity Select W.	11.24	+0.05	+0.45%