What does Shelton Equity Income Fund do?

Shelton Equity Income Fund (EQTIX) operates in the Asset Management - Income industry within the Financial Services sector. Full company description, peers, and segment breakdown are on the page above.

What is EQTIX's market cap?

Shelton Equity Income Fund (EQTIX) has a market capitalization of approximately $1.10 billion, as of July 23, 2026, based on the most recent share price and shares outstanding.

Does EQTIX pay a dividend?

Yes — Shelton Equity Income Fund (EQTIX) pays a dividend quarterly, with a trailing-twelve-month yield of 8.64%. Full distribution history, payout ratios, and growth rates are on the Dividend tab.

EQTIX

Shelton Equity Income Fund

NASDAQ·Asset Management, Income · Financial Services

$18.09$0.00+0.00%

Market cap$1.10B·Jul 23 12:10 PM UTC

Price Chart

$18.09+$0.00 (+0.00%)today

−4.18%CAGR −0.85%

Select date range

FromTo

Sep 4, 1996Jul 23, 2021 → Jul 23, 2026· 5.0 yrsJul 23, 2026

Key Metrics

DividendDividend Tab

Dividend Yield (FWD)8.62%

Annual Dividend (FWD)$1.56

Dividend Growth (5Y)−3.5%

Dividend Safety—

Payout Ratio—

FCF Payout Ratio—

Most Recent Dividend$0.390

Ex-Dividend DateJun 30

Payment DateJun 30

EarningsEarnings Tab

EPS (FWD)—

P/E Ratio (FWD)—

EPS Growth (1Y)—

EPS Growth (3Y)—

EPS Growth (5Y)—

Next Earnings Date—

Last Report Date—

Reported vs Estimate—

Earnings Surprise—

Income Statement Flow

PRO

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About Shelton Equity Income Fund

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.

CEO: Stephen C. Rogers
Sector: Financial Services
Industry: Asset Management - Income
Exchange: NASDAQ
Website: sheltonfunds.com/domestic-stock-funds/shelton-equity-income-fund/

Peers

Peers Tab

CII

BlackRock Enhanced Capital and Income Fund, Inc.

Cap

$1.0B

FUENX

Fidelity Flex Municipal Income Fund

Cap

$1.3B

AWF

AllianceBernstein Global High Income Fund

Cap

$874.4M

Latest News

News Tab

No recent news available.

Frequently Asked Questions About EQTIX

What does Shelton Equity Income Fund do?: Shelton Equity Income Fund (EQTIX) operates in the Asset Management - Income industry within the Financial Services sector. Full company description, peers, and segment breakdown are on the page above.
What is EQTIX's market cap?: Shelton Equity Income Fund (EQTIX) has a market capitalization of approximately $1.10 billion, as of July 23, 2026, based on the most recent share price and shares outstanding.
Does EQTIX pay a dividend?: Yes — Shelton Equity Income Fund (EQTIX) pays a dividend quarterly, with a trailing-twelve-month yield of 8.64%. Full distribution history, payout ratios, and growth rates are on the Dividend tab.