Shelton Tactical Credit Investor
DEBTX
NASDAQ
| Weiss Ratings | DEBTX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C- | |||
| Risk Index | Fair | |||
| Risk Grade | C | |||
| Company Info | DEBTX-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 | DEBTX-NASDAQ | Click to Compare |
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| Fund Name | Shelton Tactical Credit Investor | |||
| 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 | 1,000.00 | |||
| Minimum Subsequent Investment | 1,000.00 | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | DEBTX-NASDAQ | Click to Compare |
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| Dividend Yield | 5.51% | |||
| Dividend | DEBTX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | -- | |||
| Asset Allocation | DEBTX-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 | DEBTX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 0.74% | |||
| 30-Day Total Return | -0.52% | |||
| 60-Day Total Return | -0.23% | |||
| 90-Day Total Return | -0.14% | |||
| Year to Date Total Return | -0.52% | |||
| 1-Year Total Return | 6.42% | |||
| 2-Year Total Return | 11.29% | |||
| 3-Year Total Return | 19.33% | |||
| 5-Year Total Return | 13.26% | |||
| Price | DEBTX-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 | DEBTX-NASDAQ | Click to Compare |
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| Nav | $10.10 | |||
| 1-Month Low NAV | $10.07 | |||
| 1-Month High NAV | $10.32 | |||
| 52-Week Low NAV | $9.80 | |||
| 52-Week Low NAV (Date) | Apr 09, 2025 | |||
| 52-Week High NAV | $10.45 | |||
| 52-Week High Price (Date) | Sep 23, 2025 | |||
| Beta / Standard Deviation | DEBTX-NASDAQ | Click to Compare |
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| Beta | 0.69 | |||
| Standard Deviation | 4.57 | |||
| Balance Sheet | DEBTX-NASDAQ | Click to Compare |
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| Total Assets | 59.25M | |||
| Operating Ratios | DEBTX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.99% | |||
| Turnover Ratio | 107.00% | |||
| Performance | DEBTX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 5.33% | |||
| Last Bear Market Total Return | -5.82% | |||