DEBTX Mutual Fund

DEBTX Mutual Fund (Shelton Tactical Credit Fund Investor Class) is managed by Shelton Capital Management with $2.3M in net assets. DEBTX expense ratio is 0.99%, holding 58 positions across sectors including Communication Services, Consumer Staples, Real Estate. Inception date: 2013-12-12.

DEBTX performance shows a YTD return of 2.08%. The 1-year return is 4.38% and the 5-year return is 2.55%. DEBTX dividend yield stands at 5.47%, paid quarterly.

DEBTX 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 DEBTX holdings, DEBTX sectors, or DEBTX dividends.

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