DEBTX Mutual Fund

DEBTX Mutual Fund (Shelton Tactical Credit Fund Investor Class) is managed by Shelton Capital Management with $2.4M in net assets. DEBTX expense ratio is 0.99%, holding 58 positions across sectors including Industrials, Consumer Staples, Communication Services. 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 2.32%. DEBTX dividend yield stands at 5.51%, paid quarterly.

DEBTX 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 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.