Shelton Equity Income Fund (EQTIX) Research
The Shelton Equity Income Fund primarily allocates its capital to American common stocks. Its core strategy seeks out securities that offer a substantial level of dividend income, particularly when compared to other companies within their respective industries, while also presenting promising opportunities for capital appreciation. Typically, these holdings will consist of shares issued by established medium and large U.S. corporations. A key mandate dictates that at least 80% of the fund's total assets, which includes any capital borrowed for investment activities, must be committed to common shares.
Market snapshot
- Symbol
- EQTIX
- Price
- $18.37
- Day change
- +0.71%
- Market cap
- $1.1B
- 52-week range
- 16.34-18.55
- Sector
- Financial Services
- Industry
- Asset Management - Income
Peer companies
- Abrdn Total Dynamic Dividend Fund (AOD)
- AllianceBernstein Global High Income Fund (AWF)
- BlackRock Enhanced Capital and Income Fund, Inc. (CII)
- Eaton Vance California Municipal Opportunities Fund (EACAX)
- Fidelity Flex Municipal Income Fund (FUENX)
- PIMCO Dynamic Income Strategy Fund (PDX)
- Royce Small-Cap Special Equity Fund (RSEFX)
- Royce Small-Cap Special Equity Fund (RYSEX)
Open Shelton Equity Income Fund (EQTIX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.