Shelton Equity Income Fund Investor Shares EQTIX Strategy

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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. The fund invests primarily in U.S. equity securities that generate a relatively high level of dividend income (relative to other equities in the same industry) and have the potential for capital appreciation. These securities will generally be stocks of medium and large U.S. corporations. 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
EQTIX
Shelton Equity Income Fund Investor SharesNo LoadOpen $1.15B0.640%Low$1,000$9.92M
EQTKX
Shelton Equity Income Fund Class KRetirement, MediumOpen $79,781.001.140%Low$1,000−$104,787.87

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