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Shelton Equity Income Fund - K Shares: (MF: EQTKX)

(NASDAQ Mutual Funds) As of Jun 28, 2024 08:00 PM ET

$15.93 USD

-0.40 (-2.45%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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1-Strong Buy of 5 1        

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Zacks Premium Research for EQTKX

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

Strong Buy 1
MF Research Report

Fund Description

NA

Load Information

Ticker Max
Load %		 Deferred
Load %		 Red.
Fee %		 12B-1
Fee %		 Mgmt
Fee %		 Expense
Ratio %
Shelton Equity Income K EQTKX NA NA 0.00 0.25 0.45 1.21

Return Data

Ticker Nav Inception Date % yield 1 year return 2 year return 3 year return
Shelton Core Value Fund S EQTIX 17.10 9/3/1996 2.17 20.91 6.64 11.55
Shelton Core Value Fund K EQTKX 15.93 10/17/2003 2.66 20.38 6.13 11.00

Investment Information

Ticker Minimum Initial Investment ($) Minimum Subsequent Investment ($) Minimum Initial IRA ($) Dividend Frequency
Shelton Equity Income K EQTKX 1000 100 1000 Q

Contact Information

Family Shelton
Address 1875 Lawrence Street, Suite 300
Denver, CO 80202
Phone 800 955-9988