EQTIX Mutual Fund

EQTIX Mutual Fund (Shelton Equity Income Fund Investor Class) is managed by Shelton Capital Management with $1.14B in net assets. EQTIX expense ratio is 0.64%, holding 174 positions across sectors including Information Technology, Communication Services, Consumer Discretionary. 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 9.60%. EQTIX dividend yield stands at 8.45%, paid quarterly.

EQTIX top holdings include Treasury Bill 0% Jun 18, 2026 (5.5%), Scm Trust Shelton Equity Premium Income Etf (4.9%), Meta Platforms Inc (3.0%), Micron Technology, Inc. (3.0%), Microsoft Corp (2.9%). 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.