- 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 $59.9M 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.
