Morningstar

Shelton Tactical Credit Investor DEBTX

Medalist Rating as of Sep 30, 2026 See Shelton Investment Hub

Strategy

The investment seeks current income and capital appreciation. Under normal circumstances, the fund invests at least 80% of the value of its net assets, plus the amount of any borrowings for investment purposes, in various credit-related instruments. The fund may invest up to 100% of its net assets in any one of the categories of instruments included in the preceding sentence.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
DEBTX	Shelton Tactical Credit Investor	No Load	Open			Dec 12, 2013	$3.13M	0.990%	Average	$1,000	$887,905.22
DEBIX	Shelton Tactical Credit Institutional	Institutional	Open			Dec 12, 2013	$56.57M	0.740%	Below Average	$500,000	$3.40M

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