About DEBIX
Shelton Tactical Credit Fund Institutional is an actively managed open-end mutual fund focused on the U.S. credit markets. Its primary objective is to achieve current income and capital appreciation through a dynamic credit long/short investment strategy. The fund invests across a broad spectrum of credit-related instruments, including U.S. high-yield and investment-grade corporate and municipal bonds, without restrictions on issuer size, geographic region, credit quality, or maturity. Notably, the fund may take both long and short positions, enabling it to exploit market inefficiencies by targeting undervalued securities and hedging risk through short sales or derivative instruments such as futures and swaps. This approach incorporates both top-down macroeconomic views and bottom-up fundamental research, allowing the fund to identify event-driven, special situation, and arbitrage opportunities. The Shelton Tactical Credit Fund Institutional serves institutional investors seeking diversification and total return in the fixed-income market, and it is recognized for its opportunistic style, active trading, and ability to adjust exposures across the credit spectrum to navigate changing market conditions.
Fund Family Shelton Capital Management
Category Nontraditional Bond
Performance Rating Average
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol DEBIX
Share Class Institutional Class
Index Bloomberg U.S. Aggregate Bond TR
DEBIX had a total return of 5.06% in the past year, including dividends. Since the fund's
inception, the average annual return has been 4.04%.
