Shelton E Value Fund Quote
| EQTKX Fund | USD 16.94 0.05 0.30% |
Performance13 of 100
| Odds Of DistressLess than 18
|
Shelton Core is trading at 16.94 as of the 26th of November 2024; that is 0.30 percent up since the beginning of the trading day. The fund's open price was 16.89. Shelton Core has less than a 18 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. Equity ratings for Shelton E Value are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 30th of May 2024 and ending today, the 26th of November 2024. 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
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Moving against Shelton Mutual Fund
Shelton Mutual Fund Highlights
| Fund Concentration | Shelton Capital Management Funds, Large Blend Funds, Derivative Income Funds, Derivative Income, Shelton Capital Management (View all Sectors) |
| Update Date | 30th of September 2024 |
Shelton E Value [EQTKX] is traded in USA and was established 26th of November 2024. Shelton Core 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 19.45% with the current yeild of 0.09%, while the total return for the last 3 years was 8.39%.
Check Shelton Core 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
| GILD | Gilead Sciences | Stock | Health Care | |
| V | Visa Class A | Stock | Financials | |
| BA | The Boeing | Stock | Industrials | |
| HD | Home Depot | Stock | Consumer Discretionary | |
| AMZN | Amazon Inc | Stock | Consumer Discretionary | |
| AJG | Arthur J Gallagher | Stock | Financials | |
| CSCO | Cisco Systems | Stock | Information Technology | |
| GS | Goldman Sachs Group | Stock | Financials |
Shelton E Value Risk Profiles
| Mean Deviation | 0.437 | |||
| Semi Deviation | 0.4855 | |||
| Standard Deviation | 0.5842 | |||
| Variance | 0.3413 |
Shelton Core Against Markets
Other Information on Investing in Shelton Mutual Fund
Shelton Core 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 Core security.
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