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

(NASDAQ Mutual Funds) As of Jul 22, 2024 08:00 PM ET

$16.09 USD

+0.10 (0.63%)

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 16.99 9/3/1996 4.45 18.32 7.36 10.92
Shelton Core Value Fund K EQTKX 16.09 10/17/2003 5.09 17.74 6.84 10.36

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