About DEBTX
Shelton Tactical Credit Fund Investor Class is a mutual fund designed to pursue both current income and capital appreciation through an active, opportunistic approach to the credit markets. The fund employs a distinctive "credit long/short" investment strategy, combining a top-down macroeconomic perspective with bottom-up fundamental analysis. This allows it to invest in a diverse portfolio of credit-related instruments, including U.S. high yield and investment-grade municipal and corporate bonds, without restrictions on issuer size, geographic location, credit quality, or maturity. The strategy focuses on identifying relative value, event-driven, special situation, and arbitrage opportunities, and may take long positions in undervalued securities and short positions in overvalued ones. Derivatives such as futures, options, and credit-default swaps are frequently used for hedging and tactical adjustments. Shelton Tactical Credit Fund plays a significant role in the nontraditional bond segment, aiming to deliver differentiated returns that are less correlated to traditional fixed-income benchmarks. Its flexible mandate allows potential participation in both stable and distressed credit markets, providing nuanced exposure for investors seeking a dynamic bond allocation.
Fund Family Shelton Capital Management
Category Nontraditional Bond
Performance Rating Average
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol DEBTX
Share Class Investor Class
Index Bloomberg U.S. Aggregate Bond TR
DEBTX had a total return of 7.89% in the past year, including dividends. Since the fund's
inception, the average annual return has been 8.79%.
