EQTIX

AS OF

Dec 24 closing price

Price

$17.83

Change

+$0.06 (+0.34%)

Net Assets

1.06B

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EQTIX

Mutual Fund ticker: NASDAQ

PRICE

CHANGE

NET ASSETS

Shelton Equity Income Investor (EQTIX) Ownership - Who owns Shelton Equity Income Investor?

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... Show more

Category: #Trading

#MovingAverage #Momentum #MACD #Pattern #RSI #Stochastic #Aroon #Bollinger

Profile

Details

Group

Alternative Funds

Fundamentals

EQTIX

Net Assets

1.06B

Fund Existence

over 29 years

Turnover

40.00

Total Expense Ratio

0.67

Front Load

N/A

Manager

N/A

Manager Tenure

N/A

Min. Initial Investment

1000

Min. Initial Investment IRA

N/A

Morningstar Category

Derivative Income

Administrative Fee

N/A

Annual Report Gross Expense Ratio

0.67

Assets in Top Ten Holdings

155M

Average Credit Quality

N/A

Average Effective Duration

0.08

Average Effective Maturity

0.08

Fund of Funds

Fund Share Class Net Assets

1.06B

Fund Type

OpenEnd

Index Fund

Management Fee

0.45

Modified Duration

0.08

No Load Fund

Yes

Number of Long Holdings

128.00

Number of Net Holdings

246.00

Number of Short Holdings

118.00

Prospectus Acquired Expense Ratio

N/A

Weighting Top Ten Holdings

31.48%

Gain YTD

11.103

Annual Yield % from dividends

8.75

Returns for 1 year

9.30

Returns for 3 years

51.63

Returns for 5 years

63.65

Returns for 10 years

28.23

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These past five trading days, the mutual fund lost 0.00%.

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General Information

Category Trading

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Fundamentals

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