DEBIX Mutual Fund

DEBIX Mutual Fund (Shelton Tactical Credit Fund Institutional Class) is managed by Shelton Capital Management with $58.0M in net assets. DEBIX expense ratio is 0.74%, holding 58 positions across sectors including Communication Services, Consumer Staples, Real Estate. 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 5.62%, paid quarterly.

DEBIX top holdings include Treasury Bill9/22/2026 (9.9%), Iron Mountain Inc 144A 6.251/15/2035 (3.3%), Beach Acquisition Bidco 10.00 2033-07-15 (3.3%), Amc Entertainmen 7.5% 02/15/29 (3.1%), Sirius Xm Radio Inc 3.875 09/01/2031 (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.