EQTKX Mutual Fund

NAV$17.04

AUM$76,608.7

TER1.14%

Holdings266

EQTKX Mutual Fund

NAV$17.04

Shelton Equity Income Fund Class K

AUM$76,608.7

TER1.14%

Holdings266

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Holdings Overlap Analysis

Compare EQTKX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings EQTKX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

EQTKX Mutual Fund Overlap Analysis

EQTKX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

EQTKX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 266 holdings, EQTKX may share significant positions with broad-market funds.

EQTKX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. EQTKX tax-loss harvesting finds highly correlated but non-identical funds.