Shelton Core Value Direct Fund
Morningstar Rating: 4 stars
Minimum investment: $1,000
Performance Summary: Like AVEDX, EQTIX is outperforming the S&P 500 recently — it’s up roughly 22% so far in 2013 and 24% in the past year.
Notes: This large-cap value fund is pretty America-centric, with 96% of its portfolio invested in U.S. stocks. Top holdings include Chevron, JPMorgan Chase (JPM) and Apple (AAPL).