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EQTKX
Mutual Fund ticker: NASDAQ
PRICE
CHANGE
NET ASSETS

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

Category: @Trading

Profile

Category
Derivative Income
Address
Shelton Capital management44 Montgomery Street STE 2100San Francisco
Phone
800-225-8778
Web
www.sheltoncap.com

Details

Group
Alternative Funds
Category
Trading
Total Expense Ratio
N/A
Min. Initial Investment
1000.00
Fund Existence
about 21 years
Turnover
79.00
Front Load
N/A
Net Assets
813658700.00
Manager Tenure
N/A

Fundamentals

EQTKX
Net Assets
814M
Fund Existence
about 21 years
Turnover
79.00
Total Expense Ratio
N/A
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
N/A
Assets in Top Ten Holdings
155M
Average Credit Quality
N/A
Average Effective Duration
N/A
Average Effective Maturity
N/A
Fund of Funds
No
Fund Share Class Net Assets
162K
Fund Type
OpenEnd
Index Fund
No
Management Fee
N/A
Modified Duration
N/A
No Load Fund
No
Number of Long Holdings
148.00
Number of Net Holdings
N/A
Number of Short Holdings
187.00
Prospectus Acquired Expense Ratio
N/A
Weighting Top Ten Holdings
N/A
Gain YTD
19.038
Annual Yield % from dividends
8.70
Returns for 1 year
22.60
Returns for 3 years
19.01
Returns for 5 years
28.09
Returns for 10 years
9.64
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General Information

Category Trading

Profile
Fundamentals
Details
Category
Derivative Income
Address
Shelton Capital management44 Montgomery Street STE 2100San Francisco
Phone
800-225-8778
Web
www.sheltoncap.com