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EQTKX Shelton Equity Income Class K Forecast, Technical & Fundamental Analysis

Category Trading
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are NVIDIA Corp (NASDAQ:NVDA), Microsoft Corp (NASDAQ:MSFT), Amazon.com (NASDAQ:AMZN), Alphabet (NASDAQ:GOOGL), Meta Platforms (NASDAQ:META), Broadcom Inc. (NASDAQ:AVGO), Eli Lilly & Co (NYSE:LLY), Costco Wholesale Corp (NASDAQ:COST), Comcast Corp (NASDAQ:CMCSA).

Industry description

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.S. equity securities. 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.

Market Cap

The average market capitalization across the Shelton Equity Income Class K MF is 1.57T. The market cap for tickers in the group ranges from 167.85B to 3.59T. NVDA holds the highest valuation in this group at 3.59T. The lowest valued company is CMCSA at 167.85B.

Volume

The average weekly volume growth across all stocks in the Shelton Equity Income Class K MF was 67%. For the same stocks of the MF, the average monthly volume growth was 75% and the average quarterly volume growth was 13%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 76
P/E Growth Rating: 66
Price Growth Rating: 35
SMR Rating: 37
Profit Risk Rating: 21
Seasonality Score: 5 (-100 ... +100)
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A.I. Advisor
published General Information

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
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EQTKX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, EQTKX has been closely correlated with EQTIX. These tickers have moved in lockstep 100% of the time. This A.I.-generated data suggests there is a high statistical probability that if EQTKX jumps, then EQTIX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To EQTKX
1D Price
Change %
EQTKX100%
+0.78%
EQTIX - EQTKX
100%
Closely correlated
+0.79%
GSFPX - EQTKX
83%
Closely correlated
+0.33%
JEPCX - EQTKX
80%
Closely correlated
N/A
JEPIX - EQTKX
80%
Closely correlated
+0.75%
JEPAX - EQTKX
79%
Closely correlated
N/A
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