- What are the top holdings of EQTIX?
- A machine-readable holdings disclosure for Shelton Equity Income Fund (EQTIX) is not available from our data sources — fund families sometimes register portfolio filings under a sibling share class or outside the SEC's structured datasets. Rather than estimate, we leave the section blank; the issuer's website carries the authoritative portfolio list.
- What sectors does EQTIX invest in?
- Shelton Equity Income Fund (EQTIX) allocates across the sectors shown above. The largest exposure tops the list; the rest follow in descending weight order.
- What sector is EQTIX most exposed to?
- EQTIX's full sector breakdown is on the Sectors tab. The largest sector weight is shown there along with the rest of the allocation.
- Is EQTIX a US-only fund?
- The country allocation card on this page shows EQTIX's geographic exposure. Funds with > 95% US weight are effectively US-only; international or global funds will show meaningful weights across multiple countries.
- What does EQTIX invest in?
- 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.
