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

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

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.

The average market capitalization across the Shelton Equity Income Class K MF is 2.22T. The market cap for tickers in the group ranges from 80.13B to 5.1T. NVDA holds the highest valuation in this group at 5.1T. The lowest valued company is CMCSA at 80.13B.

The average weekly volume growth across all stocks in the Shelton Equity Income Class K MF was 58%. For the same stocks of the MF, the average monthly volume growth was 80% and the average quarterly volume growth was -30%