Shelton Tactical Credit Institutional (DEBIX)
Nasdaq - Nasdaq Delayed Price. Currency in USD
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Shelton Tactical Credit Institutional
San Francisco, CA 94104
44 Montgomery Street #2100
Shelton Greater China Fund
(800) 955-9988
Management Information
,Lead Manager since October 3, 2022
Peter Higgins has over 25 years of experience in fixed income investing, most notably as Partner and Lead Portfolio Manager at both Ares Management and BlueBay Asset Management. Previously, Peter specialized in global leveraged finance at investment banks such as Deutsche Bank AG, Goldman Sachs & Co. and Credit Suisse in both London, England, and New York City. Peter earned a bachelor’s degree in Economics-Political Science from Columbia University.
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.
Fund Overview
CategoryNontraditional Bond
Fund FamilyShelton Capital Management
Net Assets33.63M
YTD Return1.06%
Yield4.92%
Morningstar Rating★★★
Inception DateDec 11, 2013
Fund Operations
Last Dividend0.13
Last Cap Gain-33.00
Holdings Turnover187.00%
Average for CategoryN/A
Fees & Expenses
ExpenseDEBIXCategory Average
Annual Report Expense Ratio (net)0.99%1.23%
Prospectus Net Expense Ratio0.99%N/A
Prospectus Gross Expense Ratio1.62%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A4.11%
Max Deferred Sales LoadN/A1.17%
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A
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