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Shelton Equity Income Fund - K Shares: (MF: EQTKX)

(NASDAQ Mutual Funds) As of Jun 18, 2026 05:37 PM ET

$16.95 USD

+0.12 (0.71%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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3-Hold of 5     3    

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Zacks Premium Research for EQTKX

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

Hold 3
MF Report

Load Information

Ticker Max
Load %		 Deferred
Load %		 Red.
Fee %		 12B-1
Fee %		 Mgmt
Fee %		 Expense
Ratio %
Shelton Equity Income K EQTKX NA NA 0.00 0.25 0.45 1.11

Return Data

Ticker Nav Inception Date % yield 1 year return 2 year return 3 year return
Shelton Core Value Fund S EQTIX 18.18 9/3/1996 8.17 19.54 16.68 9.76
Shelton Core Value Fund K EQTKX 16.95 10/17/2003 8.86 18.92 16.10 9.22

Investment Information

Ticker Minimum Initial Investment ($) Minimum Subsequent Investment ($) Minimum Initial IRA ($) Dividend Frequency
Shelton Equity Income K EQTKX 1000 100 1000 Q

Contact Information

Family Shelton
Address 1875 Lawrence Street, Suite 300
Denver, CO 80202
Phone 800 955-9988