Morningstar

Shelton Equity Premium Income ETF SEPI

Medalist Rating as of Sep 30, 2026 See Shelton Investment Hub

Strategy

The investment seeks to achieve a high level of income and capital appreciation (when consistent with high income) by investing primarily in income-producing U.S. equity securities. It is the fund’s policy that, under normal market conditions, it will invest at least 80% of its total assets (which includes the amount of any borrowings for investment purposes) in common stocks.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
SEPI	Shelton Equity Premium Income ETF	ETF	Open	—		Sep 5, 2025	$197.50M	0.540%	—	—	$145.21M

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