Shelton E Value Fund Quote
| EQTKX Fund | USD 15.97 0.08 0.50% |
PerformanceStrong
| Odds Of DistressLow
|
Shelton E is trading at 15.97 as of the 19th of July 2025; that is 0.50 percent up since the beginning of the trading day. The fund's open price was 15.89. Shelton E has less than a 12 % chance of experiencing some financial distress in the next two years of operation and had a strong performance during the last 90 days. The performance scores are derived for the period starting the 20th of April 2025 and ending today, the 19th of July 2025. Click here to learn more.
The fund invests primarily in U.S. equity securities that generate a relatively high level of dividend income and have the potential for capital appreciation. These securities will generally be stocks of medium and large U.S. corporations. It will invest at least 80 percent of its total assets in common stocks.. More on Shelton E Value
Moving together with Shelton Mutual Fund
Shelton Mutual Fund Highlights
| Fund Concentration | Shelton Capital Management Funds, Large Value Funds, Derivative Income Funds, Derivative Income, Shelton Capital Management, Large Blend, Derivative Income (View all Sectors) |
| Update Date | 30th of June 2025 |
Shelton E Value [EQTKX] is traded in USA and was established 19th of July 2025. Shelton E is listed under Shelton Capital Management category by Fama And French industry classification. The fund is listed under Derivative Income category and is part of Shelton Capital Management family. This fund currently has accumulated 180.73 M in assets under management (AUM) with minimum initial investment of 1 K. Shelton E Value is currently producing year-to-date (YTD) return of 4.1% with the current yeild of 0.1%, while the total return for the last 3 years was 13.48%.
Check Shelton E Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Shelton Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Shelton Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Shelton E Value Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Shelton E Value Mutual Fund Constituents
| V | Visa Class A | Stock | Financials | |
| MAS | Masco | Stock | Industrials | |
| PHM | PulteGroup | Stock | Consumer Discretionary | |
| MRK | Merck Company | Stock | Health Care | |
| VZ | Verizon Communications | Stock | Communication Services | |
| XOM | Exxon Mobil Corp | Stock | Energy | |
| JPM | JPMorgan Chase Co | Stock | Financials | |
| GS | Goldman Sachs Group | Stock | Financials |
Shelton E Value Risk Profiles
| Mean Deviation | 0.4886 | |||
| Semi Deviation | 0.3926 | |||
| Standard Deviation | 0.6972 | |||
| Variance | 0.4861 |
Shelton E Against Markets
Other Information on Investing in Shelton Mutual Fund
Shelton E financial ratios help investors to determine whether Shelton Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Shelton with respect to the benefits of owning Shelton E security.
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