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

813M

Fund Existence

over 21 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

148K

Fund Type

OpenEnd

Index Fund

Management Fee

0.45

Modified Duration

0.08

No Load Fund

Yes

Number of Long Holdings

139.00

Number of Net Holdings

276.00

Number of Short Holdings

137.00

Prospectus Acquired Expense Ratio

N/A

Weighting Top Ten Holdings

29.54%

Gain YTD

-7.736

Annual Yield % from dividends

10.69

Returns for 1 year

2.34

Returns for 3 years

16.37

Returns for 5 years

38.09

Returns for 10 years

-5.04

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General Information

Category Trading

Profile

Fundamentals

Details