Equity Income
Shelton Equity Income Fund
Last updated: 2026-03-13
The Verdict
Shelton Equity Income Fund charges an expense ratio of 0.64%. On a $100,000 portfolio, that's $640 per year in fees. Supreme.PM's decoded model provides similar exposure at a fraction of the cost, potentially saving $390 per year.
Expense Ratio
0.64%
Star Rating
3/ 5
Market Beta
0.74
Supreme.PM Cost
0.25%
Annual platform fee
Fee Analysis
Shelton Equity Income Fund charges 0.64% annually. Supreme.PM offers equivalent exposure for 0.25%, a savings of 0.39 percentage points.
Data sources: Refinitiv Lipper, SEC EDGAR Filings, Supreme.PM Analytics
Past performance does not guarantee future results. Model returns are backtested and may not reflect actual trading conditions.
Related
Equity Income Category
Browse all Equity Income funds
Equity Income Rankings
Top-rated Equity Income funds
Our Methodology
How we decode fund strategies
Principal Equity Income Fund
3-star rated
Carillon Eagle Growth & Income Fund
3-star rated
Fidelity Equity-Income Fund
4-star rated
Parnassus Core Equity Fund
4-star rated
FAM Dividend Focus Fund
2-star rated
Frequently Asked Questions
What is the expense ratio of Shelton Equity Income Fund?
Shelton Equity Income Fund has an expense ratio of 0.64%. Supreme.PM's decoded model provides similar exposure at a significantly lower cost.
How does Supreme.PM replicate Shelton Equity Income Fund?
Supreme.PM uses AI to analyze the fund's holdings and trading patterns, creating a decoded model that tracks the fund's performance.
What are the risks of fund replication?
While our models aim for high correlation, they may not perfectly match the fund's returns due to timing differences in rebalancing, transaction costs, and disclosure delays. Backtested results may not reflect future performance.
Get This Strategy
Start investing with Supreme.PM's decoded model and save on fees while capturing similar returns.