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Shelton Equity Income Fund Investor Shares (EQTIX)

US Funds

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17.90 -0.07 -0.39%

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

Morningstar Rating:
Total Assets: 815.36M

Type: Fund

Market: United States

Issuer: Shelton Capital Management

Asset Class: Equity

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EQTIX Overview

On this page you'll find an in-depth profile of Shelton Equity Income Fund Investor Shares. Learn about the key management, total assets, investment strategy and contact information of EQTIX among other information.

Investment Strategy

The investment seeks to achieve a high level of income and capital appreciation (when consistent with high income) by investing primarily in income-producing U.S. equity securities. The fund invests primarily in U.S. equity securities that generate a relatively high level of dividend income (relative to other equities in the same industry) and have the potential for capital appreciation. These securities will generally be stocks of medium and large U.S. corporations. It will invest at least 80% of its total assets (which includes the amount of any borrowings for investment purposes) in common stocks.

Contact Information

Address Ste. 2550, Denver, CO 80202
Denver,CO 80202
United States

Phone 1-800-955-9988

Fax 415-421-2019

Web www.sheltoncap.com

Top Executives

Name	Title	Since	Until
Nick Griebenow	Derivatives Trader	2019	Now
Biography	Nick Griebenow, CFA, is a Portfolio Manager for Shelton Capital Management’s Option Overlay Strategies. Mr. Griebenow has extensive knowledge in option strategies and was previously a Senior Derivatives Trader at a large national brokerage firm. He received a B.A. from Colorado State University.
Barry Martin	Portfolio Manager	2018	Now
Biography	Barry Martin, CFA, is a Portfolio Manager for Shelton Capital Management’s Option Overlay Strategies. Mr. Martin specializes in option strategies and has been managing options for over 20 years. He received a B.S. from the University of Arizona and has earned the right to use the Chartered Financial Analyst (CFA®) designation.
Stephen C. Rogers	CEO, Portfolio Manager	2003	Now
Biography	Steve Rogers is the Chief Executive Officer and Portfolio Manager at Shelton Capital Management. Steve has over 30 years of experience and joined Shelton Capital in 1993. He earned an MBA from the University of California, Berkeley and a B.A. from the University of Iowa.
Roderick G. Baldwin	Portfolio Manager	1996	2002
Biography	Baldwin is a portfolio manager with CCM Partners, his employer since early 1999. Prior to joining the firm, he was director of index investment management of BofA Capital Management, where he was employed from 1976 to 1999.

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Shelton Core Valu.	17.90	-0.07	-0.39%
	Prudential Jennis.	47.68	-0.15	-0.31%