EQTKX Mutual Fund

EQTKX Mutual Fund (Shelton Equity Income Fund Class K) is managed by Shelton Capital Management with $78,816.55 in net assets. EQTKX expense ratio is 1.14%, holding 174 positions across sectors including Information Technology, Communication Services, Consumer Discretionary. 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 9.04%. EQTKX dividend yield stands at 9.19%, paid quarterly.

EQTKX 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 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.