DEBIX Mutual Fund (Shelton Tactical Credit Fund Institutional Class) is managed by Shelton Capital Management with $58.6M in net assets. DEBIX expense ratio is 0.74%, holding 58 positions across sectors including Other, Industrials, Consumer Staples. Inception date: 2013-12-12.

DEBIX performance shows a YTD return of 2.48%. The 1-year return is 5.46% and the 5-year return is 2.82%. DEBIX dividend yield stands at 4.26%, 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 5.65% 05/01/45 (3.0%). View all DEBIX holdings, sector breakdown, or dividend history.

DEBIX can be compared against other funds using the overlap calculator or side-by-side comparison tool. DEBIX alternatives are available via the screener, along with tax-loss harvesting opportunities.