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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

Fund Existence

about 22 years

Turnover

74.00

Total Expense Ratio

1.19

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

1.19

Assets in Top Ten Holdings

155M

Average Credit Quality

N/A

Average Effective Duration

N/A

Average Effective Maturity

N/A

Fund of Funds

Fund Share Class Net Assets

178K

Fund Type

OpenEnd

Index Fund

Management Fee

0.45

Modified Duration

N/A

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

6.977

Annual Yield % from dividends

9.54

Returns for 1 year

6.27

Returns for 3 years

50.38

Returns for 5 years

41.53

Returns for 10 years

17.65

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General Information

Category Trading

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