Shelton E Mutual Fund Money Managers
EQTIX Fund | USD 18.13 0.07 0.39% |
Break down of Shelton E's management performance can provide insight into the fund's overall performance. Note that fund manager's attribution analysis is becoming a valuable factor that both investors and analysts use to determine the amount of risk that may be associated with Shelton E's future under-performance.
Shelton |
Symbol | EQTIX |
Name | Shelton E Value |
Type | Mutual Fund |
Country | United States |
Exchange | NMFQS |
Information on Shelton E Value Leadership is currently not available.
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Shelton E Net Asset Comparison
Shelton E Value is one of the top funds in net asset among similar funds. Total Asset Under Management (AUM) of Derivative Income category is currently estimated at about 1.35 Billion. Shelton E totals roughly 492.62 Million in net asset claiming about 37% of all funds under Derivative Income category.
Shelton E Value Benchmark Summation
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The output start index for this execution was zero with a total number of output elements of sixty-one. Shelton E Value Price Series Summation is a cross summation of Shelton E price series and its benchmark/peer.
About Shelton E Management Performance
The success or failure of an entity such as Shelton E Value often depends on how effective the management is. Shelton E management team is responsible for propelling the future growth in the right direction and administering and controlling the business activities and accounting for the results. Ineffective management usually contributes to failure in the company's future performance for all stakeholders equally, but most importantly, for investors. So it is important to measure the effectiveness of Shelton management before purchasing its stock. In many ways, it's all about finding the answer to one important question - Are they doing the right thing right now? How would we assess whether the Shelton management is utilizing all available resources in the best possible way? Also, how well is the company doing relative to others in its sector and the market as a whole? The answer can be found by analyzing a few important fundamental indicators such as return on assets and return on equity.
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.
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Other Information on Investing in Shelton Mutual Fund
Shelton E 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 E security.
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