EQTKX

AS OF

Feb 3 closing price

Price

$16.12

Change

-$0.11 (-0.68%)

Net Assets

1.06B

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EQTKX

Mutual Fund ticker: NASDAQ

PRICE

CHANGE

NET ASSETS

Shelton Equity Income (EQTKX) Ownership - Who owns Shelton Equity Income?

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

EQTKX

Net Assets

1.07B

Fund Existence

over 22 years

Turnover

40.00

Total Expense Ratio

1.14

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

1.14

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

109K

Fund Type

OpenEnd

Index Fund

Management Fee

0.45

Modified Duration

0.08

No Load Fund

Yes

Number of Long Holdings

136.00

Number of Net Holdings

264.00

Number of Short Holdings

128.00

Prospectus Acquired Expense Ratio

N/A

Weighting Top Ten Holdings

25.45%

Gain YTD

0.499

Annual Yield % from dividends

9.27

Returns for 1 year

7.64

Returns for 3 years

42.23

Returns for 5 years

52.24

Returns for 10 years

31.23

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

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General Information

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