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Shelton Tactical Credit Investor DEBTX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See Shelton Investment Hub

Morningstar’s Analysis DEBTX

Will DEBTX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable DEBTX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the DEBTX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of DEBTX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Shelton Tactical Credit Investor's Average People Pillar and Process Pillar ratings result in a Morningstar Medalist Rating of Neutral.

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Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
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