DENVER, Sept. 17, 2025 — Shelton Capital Management (“Shelton”) has crossed a new milestone: the Shelton Equity Income Fund (EQTIX) now exceeds $1 billion in assets. Coming on the heels of the September 8th debut of the Shelton Equity Premium Income ETF (SEPI), the news highlights the firm’s expanding equity income lineup and continued growth.
“Reaching the $1 billion mark in EQTIX reflects the strength of our approach seeking to deliver consistent cash flow while managing equity risk,” said Barry Martin, CFA, Portfolio Manager of the Shelton Equity Income Fund. “For income-focused investors, our strategy continues to resonate—particularly in an environment where quality yield is increasingly difficult to find.”
EQTIX invests primarily in income-producing U.S. equity securities. Among its top holdings are Microsoft, Apple, NVIDIA, Meta, Amazon, and Broadcom. In addition, the Fund uses options strategies, including selling covered call options, to generate additional cash flow income and enhance distribution rates to shareholders. As of June 30, 2025, the Fund’s Morningstar trailing 12-month yield was 9.36%.*
The Fund maintains a 5-star Overall Morningstar Rating™ among 74 Derivative Income funds, based on risk-adjusted returns as of 6/30/2025, and has outperformed the CBOE BuyWrite Index over the 1-, 3-, 5-, and 10-year periods.
Shelton’s equity income product suite now includes EQTIX, the newly launched SEPI ETF, and the Shelton Equity Income SMA strategy.
About Shelton Capital Management
Shelton Capital Management (SCM) is a boutique investment firm that helps investors meet financial goals through tailored investment solutions and human-centric customer service. Founded in 1985, the company provides mutual funds, ETFs, and separately managed accounts to the clients of wealth managers, retirement plans, and individual investors. As of 8/31/25, the firm manages over $6 billion across fixed income portfolios, U.S. equity and international equity strategies, ESG solutions, and equity income products leveraging our expertise in options. Over the decades, we’ve collected awards from established sources such as Morningstar, Lipper, Forbes Advisor, and Pension & Investments. The company continues to add key employee talent and expand their institutional expertise. Shelton is headquartered in Denver, Colorado with additional offices in San Francisco. For more information, visit www.sheltoncap.com/.
Important Information
Investors should consider a fund’s investment objectives, risks, charges, and expenses carefully before investing. The prospectus contains this and other information about the fund. To obtain a prospectus, CLICK HERE or call (800) 955-9988. A prospectus should be read carefully before investing.
CLICK HERE for standardized performance.
It is possible to lose money by investing in a fund. Past performance does not guarantee future results and current performance may be lower or higher than the performance data quoted.
Options involve risk and are not suitable for everyone. Prior to buying or selling an option, your client must receive a copy of CHARACTERISTICS AND RISKS OF STANDARDIZED OPTIONS.
Investments in derivatives may be riskier than other types of investments. They may be more sensitive to changes in economic or market conditions than other types of investments. Many derivatives create leverage, which could lead to greater volatility and losses that significantly exceed the original investment. Positions in equity options can reduce equity market risk, but can limit the opportunity to profit from an increase in the market value of stocks in exchange for upfront cash at the time of selling the call option. Unusual market conditions or the lack of a ready market for any particular option at a specific time may reduce the effectiveness of option strategies and could result in losses. Investors can lose premium paid to purchase the option if it is not exercised.
Holdings are subject to change
*Source: Morningstar ending June 30th, 2025. Trailing 12-month yield (TTM yield) is the percentage of income investors received from an investment in the last 12 months.
Distributed by RFS Partners, a member of FINRA and affiliate of Shelton Capital Management.
INVESTMENTS ARE NOT FDIC INSURED, BANK GUARANTEED AND MAY LOSE VALUE. Diversification does not assure a profit or protect against loss.
Media Contact:
Christina Robben
pr@sheltoncap.com
