EQTIX Mutual Fund

EQTIX Mutual Fund (Shelton Equity Income Fund Investor Class) is managed by Shelton Capital Management with $1.16B in net assets. EQTIX expense ratio is 0.64%, holding 174 positions across sectors including Information Technology, Industrials, Consumer Discretionary. Inception date: 1996-09-04.

EQTIX performance shows a YTD return of 10.90%. The 1-year return is 13.49% and the 5-year return is 9.59%. EQTIX dividend yield stands at 8.42%, paid quarterly.

EQTIX top holdings include Treasury Bill Dec 24, 2026 (7.4%), Scm Trust Shelton Equity Premium Income Etf (4.9%), Micron Technology, Inc. (3.6%), Apple, Inc (2.8%), Meta Platforms Inc (2.7%). Go to all EQTIX holdings, EQTIX sectors, or EQTIX dividends.

EQTIX can be compared against other funds. Use EQTIX overlap to find shared positions, or EQTIX vs another fund for a side-by-side view. EQTIX alternatives are available via the screener, along with tax-loss harvesting opportunities.