Nasdaq - Delayed Quote USD
Shelton Equity Income Fund (EQTKX)
13.72
-0.16
(-1.15%)
At close: 8:00:37 PM EDT
Investment Information
- Min Initial Investment
- 1,000
- Min Initial Investment, IRA
- 10
- Min Initial Investment, AIP
- 5
- Min Subsequent Investment
- 500
- Min Subsequent Investment, IRA
- 1
- Min Subsequent Investment, AIP
- 1
Broker Availability
- Cetera Advisors LLC
- Cetera Advisor Networks LLC
- Protected Investors of America
- E TRADE Financial
- Mid Atlantic Capital Corp
- Morgan Stanley - Brokerage Accounts
- Pershing FundCenter
- Schwab Institutional
- Shareholders Services Group
- JPMorgan
- Merrill Lynch
- Vanguard
- T. Rowe Price
- TD Ameritrade Trust Company
- (Junk)CommonWealth PPS
- LPL SAM Eligible - 10.24.2024
- Fidelity Retail FundsNetwork
- Fidelity Institutional FundsNetwork
- Fidelity Institutional FundsNetwork-NTF
- DATALynx
- Cetera Advisors LLC- PAM, PRIME, Premier
- Cetera Advisor Networks LLC- PAM, PRIME, Premier
- RBC Wealth Management-Advisory Eligible
- Ameriprise SPS Advantage
- Mony Securities Corp
- SunAmerica Securities Premier / Pinnacle
- ETrade No Load Fee
- SunGard Transaction Network
- Raymond James
- Raymond James WRAP Eligible
- Bear Stearns No-Load Transaction Fee
- Commonwealth Universe
- DATALynx IMS
- JPMorgan INVEST
- WFA MF Advisory Updated 3.3.25
- DailyAccess Corporation RTC
- DailyAccess Corporation FRIAG
- ING Financial Ptnrs PAM and PRIME Approv
- Scottrade TF
- Scottrade NTF
- Morgan Stanley Consulting Group Advisor
- Matrix Financial Solutions
- TD Ameritrade Retail
- TD Ameritrade Institutional
- ING Financial Advisers - SAS Funds
- Mid Atlantic Capital Group
- Securities America Advisors
- Bear Stearns
- JP MORGAN NO-LOAD NTF
- JP MORGAN LOAD
- JP MORGAN NO-LOAD TRANSACTION FEE
- TD Ameritrade Retail NTF
- TD Ameritrade Institutional NTF
- MSWM Brokerage
- WFA Fdntl Choice/PIM Updated 3.3.25
- DailyAccess Corporation Mid-Atlantic
- H Beck Inc.
- ING Financial Partners Inc.
- Securities America Inc.
- Zhejiang Akcome New Energy Technology Co Ltd
- Vanguard TF
- Morgan Stanley Portfolio Management
- DailyAccess Corporation Matrix
- DailyAccess Corporation MATC
- Cetera Financial Specialists LLC- Premier
- LPL SWM - 10.24.2024
- Schwab All (Retail, Instl, Retirement)
- Schwab Retirement Only
- Pershing Retirement Plan Network
- Ameriprise SPS Advisor
- Kestra Financial
- Commonwealth (PPS Access Program)
- Commonwealth (NTF - PPS/Advisory)
- Commonwealth (PPS/Advisory)
- LPL Brokerage Availability - November 2024
- Allowab (non-advisory)
- Mid Atlantic Clearing and Settlement
Fund Summary
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.
Fund Overview
| Category | Derivative Income |
| Fund Family | Shelton Capital Management |
| Net Assets | 850.51M |
| YTD Return | -3.48% |
| Yield | 10.69% |
| Morningstar Rating | |
| Inception Date | Oct 16, 2003 |
Performance & Risk
| YTD Return | -11.63% |
| 5y Average Return | 10.99% |
| Rank in Category (ytd) | 46 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.76 |
| Morningstar Risk Rating |
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