Shelton Equity Income Fund Investor Shares (EQTIX) Chart

3M 6M YTD 1Y 5Y 10Y Max

YTD Return -%

1-Year Return 9.32%

3-Year Return 13.26%

5-Year Return 8.80%

NAV $16.68

Previous Close $16.89

Net Assets $1.06 Billion

Expense Ratio 0.64%

Dividend Yield 0.09%

Morning Star Rating -

Inception Date 1996-09-04

Update Date 2026-03-31

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