Shelton Equity Income FundEQTKX
Type
Mutual fund
Peer group
US equity: large companies
Net assets
$1.1B
Expense ratio
1.14%
1-year return
+8.6%
3 years, a year
+14.2%
5 years, a year
+10.0%
Holdings
266
What it aims to do.
The Funds investment objective is 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.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| United States Treasury Bills | 9.21% |
| SCM Trust | 4.01% |
| NVDA NVIDIA Corp. | 3.24% |
| GOOGL Alphabet Inc. | 2.64% |
| META Meta Platforms Inc | 2.45% |
| AVGO Broadcom Inc | 2.18% |
| MSFT Microsoft Corp. | 2.15% |
| ANET Arista Networks Inc | 1.86% |
| DIS Walt Disney Company | 1.80% |
| AAPL Apple Inc. | 1.74% |
More on EQTKX.
- EQTKX overview
- EQTKX holdings
- EQTKX risk
- EQTKX costs
- EQTKX money in and out
- EQTKX share classes
- Compare EQTKX with other funds
Returns after fees, from the fund's SEC filings up to Feb 2026. Past returns are not a promise. Not financial advice.