EQTKX Mutual Fund

EQTKX Mutual Fund (Shelton Equity Income Fund Class K) is managed by Shelton Capital Management with $81,411.57 in net assets. EQTKX expense ratio is 1.14%, holding 174 positions across sectors including Information Technology, Industrials, Consumer Discretionary. Inception date: 2003-10-16.

EQTKX performance shows a YTD return of 10.52%. The 1-year return is 12.95% and the 5-year return is 9.04%. EQTKX dividend yield stands at 9.17%, paid quarterly.

EQTKX 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 EQTKX holdings, EQTKX sectors, or EQTKX dividends.

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