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5 Great Dividend Mutual Funds

These five funds provide a good mix of income and appreciation

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Shelton Core Value Direct Fund

Shelton185Ticker: EQTIX
Morningstar Rating: 4 stars
Minimum investment: $1,000
Expenses: 0.88%
Load: None
Yield: 1.3%
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).

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