Shelton Equity Income Fund (EQTIX)

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.