Shelton Tactical Credit Fund - Investor Class
DEBTX
NASDAQ- -
USD
- -
- -
- -
- -
(- -)
Recent
price
- -
P/E
ratio
- -
div
yld
- -
ROIC.AI
Capital Structure
FRC
•
in mil. unless spec.Working Capital
FRC
•
in mil. unless spec.Growth Rates
FRC
•
in mil. unless spec.Quarterly Revenue
FRC
•
in mil. unless spec.Quarterly Earnings Per Share
FRC
•
in mil. unless spec.Quarterly Dividends Per Share
FRC
•
in mil. unless spec.- Similar Companies
- Business
- Shelton Tactical Credit Fund - Investor Class (DEBTX) is a mutual fund managed by Shelton Capital Management that seeks capital appreciation and current income through an opportunistic relative-value credit long/short investment strategy. The Fund invests primarily in a diversified portfolio of credit-related instruments, including U.S. high yield bonds, investment grade corporate bonds, municipal bonds, derivatives such as futures contracts, options, credit-default swaps, and total return swaps; it takes long positions in undervalued securities and short positions in overvalued ones without restriction as to issuer capitalization, country, credit quality, or maturity, incorporating top-down macro analysis with bottom-up fundamental research focused on relative value, event-driven, special situations, and arbitrage opportunities. Launched on December 11, 2013, the Fund is headquartered in Denver, Colorado, alongside Shelton Capital Management, and targets individual investors, financial advisors, and institutional clients seeking total return in fixed income markets with potential tax-advantaged income from municipal bonds. In recent developments, Shelton Capital Management, the Fund's advisor, entered into a strategic agreement with Stringer Asset Management in December 2025 to expand its capabilities, building on prior acquisitions including Vitruvian Capital Management in January 2022, Rockwood Capital Advisors in 2023, and Cedar Ridge Partners in January 2019, the latter of which led to the merger of the Cedar Ridge Unconstrained Credit Fund into the Shelton Tactical Credit Fund. The Fund has maintained strong performance recognition, including a Morningstar 4-star rating among nontraditional bond funds as of late 2021 and selection by Investor's Business Daily as one of the best U.S. taxable bond funds for 2024; Shelton Capital has also grown its assets under management past $5 billion through organic expansion and these strategic moves.