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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

947M

Fund Existence

almost 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

0.08

Average Effective Maturity

0.08

Fund of Funds

Fund Share Class Net Assets

169K

Fund Type

OpenEnd

Index Fund

Management Fee

0.45

Modified Duration

0.08

No Load Fund

Yes

Number of Long Holdings

129.00

Number of Net Holdings

256.00

Number of Short Holdings

127.00

Prospectus Acquired Expense Ratio

N/A

Weighting Top Ten Holdings

28.38%

Gain YTD

4.129

Annual Yield % from dividends

10.04

Returns for 1 year

9.12

Returns for 3 years

42.31

Returns for 5 years

43.29

Returns for 10 years

7.81

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