What mutual funds are similar to EQTIX?

The peer table above lists mutual funds with the same asset class and broad strategy as Shelton Equity Income Fund (EQTIX). Compare expense ratio, AUM, and dividend yield to evaluate alternatives.

How does EQTIX compare to other mutual funds in its category?

Each peer row shows expense ratio and AUM alongside EQTIX so you can spot meaningful gaps — a 0.40% expense ratio vs a 0.06% peer is a real cost difference compounded over the long term. Click any peer to open its full analysis.

What is the expense ratio of EQTIX?

Shelton Equity Income Fund (EQTIX) charges an expense ratio of 0.64%. This is the annual fee deducted from fund assets to cover management and operations.

EQTIX

Shelton Equity Income Fund

NASDAQ·Asset Management, Income · Financial Services

$18.41$0.12−0.65%

Market closed·Sep 14 8:00 PM UTC

Frequently Asked Questions About EQTIX

What mutual funds are similar to EQTIX?: The peer table above lists mutual funds with the same asset class and broad strategy as Shelton Equity Income Fund (EQTIX). Compare expense ratio, AUM, and dividend yield to evaluate alternatives.
How does EQTIX compare to other mutual funds in its category?: Each peer row shows expense ratio and AUM alongside EQTIX so you can spot meaningful gaps — a 0.40% expense ratio vs a 0.06% peer is a real cost difference compounded over the long term. Click any peer to open its full analysis.
What is the expense ratio of EQTIX?: Shelton Equity Income Fund (EQTIX) charges an expense ratio of 0.64%. This is the annual fee deducted from fund assets to cover management and operations.

EQTIX

Shelton Equity Income Fund

NASDAQ·Asset Management, Income · Financial Services

$18.41$0.12−0.65%

Market closed·Sep 14 8:00 PM UTC

Similar Funds

Ticker	Name	Expense Ratio	AUM
TNUIX	1290 Diversified Bond Fund Class I	—	—
TNBIX	1290 SmartBeta Equity Fund Class I	—	—
DDDAX	13D Activist Fund	—	—
DDDCX	13D Activist Fund	—	—
DDDIX	13D Activist Fund Class I	—	—

Frequently Asked Questions About EQTIX

What mutual funds are similar to EQTIX?: The peer table above lists mutual funds with the same asset class and broad strategy as Shelton Equity Income Fund (EQTIX). Compare expense ratio, AUM, and dividend yield to evaluate alternatives.
How does EQTIX compare to other mutual funds in its category?: Each peer row shows expense ratio and AUM alongside EQTIX so you can spot meaningful gaps — a 0.40% expense ratio vs a 0.06% peer is a real cost difference compounded over the long term. Click any peer to open its full analysis.
What is the expense ratio of EQTIX?: Shelton Equity Income Fund (EQTIX) charges an expense ratio of 0.64%. This is the annual fee deducted from fund assets to cover management and operations.