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 266 positions across sectors including Information Technology, Financials, Communication Services. Inception date: 1996-09-04.

EQTIX performance shows a YTD return of 8.68%. The 1-year return is 15.23% and the 5-year return is 10.14%. EQTIX dividend yield stands at 8.65%, paid quarterly.

EQTIX top holdings include Treasury Bill 0% Mar 19, 2026 (9.2%), Scm Trust Shelton Equity Premium Income Etf (4.0%), Nvidia Corp. (3.2%), Alphabet Inc Common Stock USD 0.001 (2.6%), Meta Platforms, Inc. (2.5%). 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.