DEBIX Mutual Fund

DEBIX Mutual Fund (Shelton Tactical Credit Fund Institutional Class) is managed by Shelton Capital Management with $57.9M in net assets. DEBIX expense ratio is 0.74%, holding 58 positions across sectors including Industrials, Consumer Staples, Communication Services. Inception date: 2013-12-12.

DEBIX performance shows a YTD return of 2.28%. The 1-year return is 4.75% and the 5-year return is 2.81%. DEBIX dividend yield stands at 5.65%, paid quarterly.

DEBIX top holdings include Treasury Bill 0% May 28, 2026 (6.6%), Iron Mountain Inc Company Guar 144A 01/33 6.25 (3.5%), Sirius Xm Radio Inc 3.875 09/01/2031 (3.1%), 1261229 Bc Ltd 144A 10% Apr 15, 2032 (3.1%), Mars Inc Sr Unsecured 144A 05/45 5.65 (3.0%). Go to all DEBIX holdings, DEBIX sectors, or DEBIX dividends.

DEBIX can be compared against other funds. Use DEBIX overlap to find shared positions, or DEBIX vs another fund for a side-by-side view. DEBIX alternatives are available via the screener, along with tax-loss harvesting opportunities.