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 Other, Industrials, Consumer Staples. Inception date: 2013-12-12.

DEBTX performance shows a YTD return of 2.38%. The 1-year return is 5.20% and the 5-year return is 2.32%. DEBTX dividend yield stands at 4.17%, 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 5.65% 05/01/45 (3.0%). View all DEBTX holdings, sector breakdown, or dividend history.

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