EQTKX Mutual Fund (Shelton Equity Income Fund Class K) is managed by Shelton Capital Management with $76,608.7 in net assets. EQTKX expense ratio is 1.14%, holding 266 positions across sectors including Information Technology, Financials, Unknown. Inception date: 2003-10-16.

EQTKX performance shows a YTD return of 8.50%. The 1-year return is 15.13% and the 5-year return is 8.85%. EQTKX dividend yield stands at 7.04%, 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%). View all EQTKX holdings, sector breakdown, or dividend history.

EQTKX can be compared against other funds using the overlap calculator or side-by-side comparison tool. EQTKX alternatives are available via the screener, along with tax-loss harvesting opportunities.