Morningstar

Shelton Tactical Credit Investor DEBTX

Morningstar Medalist Rating
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Medalist Rating as of See Shelton Investment Hub
  • NAV / 1-Day Return$9.92  /  0.00
  • Fund Size$60.0M
  • Adjusted Expense Ratio0.990%
  • Net Expense Ratio1.080%
  • Fee Level: DistributionAverage
  • Share Class TypeNo Load
  • Morningstar CategoryNontraditional Bond
  • Fixed-Income Style Box (Funds)—
  • Minimum Initial Investment$1,000
  • Investment StatusOpen
  • TTM Yield5.41%
  • Average Effective Duration—
NAV and 1-Day Return as of

Morningstar’s Analysis DEBTX

Will DEBTX outperform in the 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.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Shelton Tactical Credit Investor holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings DEBTX

More DEBTX Holdings
  • Current Portfolio Date
  • Equity Holdings—
  • Bond Holdings—
  • Other Holdings—
  • % Assets in Top 10 Holdings28.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

United States Treasury Bills 0%

9.115M
Government

Talos Prodtn Inc 8%

4.203M
Corporate

Sirius Xm Radio LLC 3.875%

3.282M
Corporate

Iron Mountain Inc. 6.25%

3.192M
Corporate

Beach Acquisition Bidco LLC 0%

3.112M
Corporate

1261229 Bc Ltd. 10%

3.042M
Corporate

Petsmart LLC / Petsmart Financial Corp. 7.5%

2.872M
Corporate

Phillips 66 Co. 6.2%

2.822M
Corporate

EUSHI Finance Inc. 6.25%

2.812M
Corporate

Gray Media Inc. 7.25%

2.802M
Corporate

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