Shelton Tactical Credit Institutional
DEBIX
NASDAQ
| Weiss Ratings | DEBIX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C- | |||
| Risk Index | Fair | |||
| Risk Grade | C+ | |||
| Company Info | DEBIX-NASDAQ | Click to Compare |
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| Provider | Shelton Capital Management | |||
| Manager/Tenure (Years) | Jeffrey A. Rosenkranz (12), Peter Higgins (3) | |||
| Website | http://www.sheltoncap.com | |||
| Fund Information | DEBIX-NASDAQ | Click to Compare |
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| Fund Name | Shelton Tactical Credit Institutional | |||
| Category | Nontraditional Bond | |||
| Sub-Category | Fixed Income Miscellaneous | |||
| Prospectus Objective | Growth and Income | |||
| Inception Date | Dec 12, 2013 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 500,000.00 | |||
| Minimum Subsequent Investment | 2,500.00 | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | DEBIX-NASDAQ | Click to Compare |
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| Dividend Yield | 5.14% | |||
| Dividend | DEBIX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | -- | |||
| Asset Allocation | DEBIX-NASDAQ | Click to Compare |
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| Cash | 1.23% | |||
| Stock | 1.40% | |||
| U.S. Stock | 1.40% | |||
| Non-U.S. Stock | 0.00% | |||
| Bond | 97.38% | |||
| U.S. Bond | 84.98% | |||
| Non-U.S. Bond | 12.40% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | 0.00% | |||
| Price History | DEBIX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 0.78% | |||
| 30-Day Total Return | -0.47% | |||
| 60-Day Total Return | -0.18% | |||
| 90-Day Total Return | -0.09% | |||
| Year to Date Total Return | -0.47% | |||
| 1-Year Total Return | 6.80% | |||
| 2-Year Total Return | 11.89% | |||
| 3-Year Total Return | 20.25% | |||
| 5-Year Total Return | 14.70% | |||
| Price | DEBIX-NASDAQ | Click to Compare |
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| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | DEBIX-NASDAQ | Click to Compare |
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| Nav | $10.20 | |||
| 1-Month Low NAV | $10.17 | |||
| 1-Month High NAV | $10.42 | |||
| 52-Week Low NAV | $9.84 | |||
| 52-Week Low NAV (Date) | Apr 09, 2025 | |||
| 52-Week High NAV | $10.55 | |||
| 52-Week High Price (Date) | Sep 16, 2025 | |||
| Beta / Standard Deviation | DEBIX-NASDAQ | Click to Compare |
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| Beta | 0.70 | |||
| Standard Deviation | 4.58 | |||
| Balance Sheet | DEBIX-NASDAQ | Click to Compare |
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| Total Assets | 59.25M | |||
| Operating Ratios | DEBIX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.74% | |||
| Turnover Ratio | 107.00% | |||
| Performance | DEBIX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 5.56% | |||
| Last Bear Market Total Return | -5.74% | |||