Shelton Tactical Credit Fund - Investor Class

Frequently Asked Questions About DEBTX

What does DEBTX invest in?

This fund's primary objective is to achieve a combination of current income and capital growth. Under typical market conditions, the fund allocates a minimum of 80% of its net assets, alongside any capital borrowed for investment, into a diverse array of credit-based instruments. Furthermore, it possesses the flexibility to fully concentrate its investments, committing up to 100% of its net assets to any single type of the aforementioned credit instruments.

What is the expense ratio of DEBTX?

Shelton Tactical Credit Fund - Investor Class (DEBTX) charges an expense ratio of 0.99%. This is the annual fee deducted from fund assets to cover management and operations.

How big is DEBTX?

Shelton Tactical Credit Fund - Investor Class (DEBTX) manages $59.4M in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure. Funds below ~$50M are at higher risk of liquidation.

Is DEBTX actively managed or an index fund?

DEBTX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.

When was DEBTX launched?

Shelton Tactical Credit Fund - Investor Class (DEBTX) launched in March 2017 and is managed by the fund issuer.

How has DEBTX performed?

DEBTX's total return (price change plus reinvested distributions) is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.