Morningstar

Shelton Equity Premium Income ETF SEPI

Morningstar Medalist Rating
Medalist Rating as of | See Shelton Investment Hub

Morningstar’s Analysis SEPI

Will SEPI outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable SEPI’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the SEPI management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of SEPI’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Shelton Equity Premium Income ETF holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings SEPI

More SEPI Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 47.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Advanced Micro Devices Inc

6.89 14M
Technology

Apple Inc

6.37 13M
Technology

Microsoft Corp

4.93 10M
Technology

Micron Technology Inc

4.91 10M
Technology

Caterpillar Inc

4.65 9M
Industrials

NVIDIA Corp

4.46 9M
Technology

Alphabet Inc Class A

4.26 9M
Communication Services

ExxonMobil Holdings Corp

4.11 8M
Energy

Amazon.com Inc

3.62 7M
Consumer Cyclical

The Goldman Sachs Group Inc

3.58 7M
Financial Services

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