Shelton Equity Income Class K holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.
Process Pillar
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable EQTKX’s performance objective and investment process is for both security selection and portfolio construction.
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