EQTKX Mutual Fund

EQTKX Mutual Fund (Shelton Equity Income Fund Class K) is managed by Shelton Capital Management with $80,092.68 in net assets. EQTKX expense ratio is 1.14%, holding 266 positions across sectors including Information Technology, Financials, Communication Services. Inception date: 2003-10-16.

EQTKX performance shows a YTD return of 8.37%. The 1-year return is 14.63% and the 5-year return is 8.72%. EQTKX dividend yield stands at 9.40%, paid quarterly.

EQTKX 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 EQTKX holdings, EQTKX sectors, or EQTKX dividends.

EQTKX can be compared against other funds. Use EQTKX overlap to find shared positions, or EQTKX vs another fund for a side-by-side view. EQTKX alternatives are available via the screener, along with tax-loss harvesting opportunities.