Shelton Tactical Credit Fund Quote
| DEBTX Fund | USD 10.22 0.01 0.1% |
PerformanceGood
| Odds Of DistressLow
|
Shelton Tactical is trading at 10.22 as of the 22nd of March 2025; that is 0.1 percent down since the beginning of the trading day. The fund's open price was 10.23. Shelton Tactical has less than a 18 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. The performance scores are derived for the period starting the 22nd of December 2024 and ending today, the 22nd of March 2025. Click here to learn more.
Under normal circumstances, the fund invests at least 80 percent 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 percent of its net assets in any one of the categories of instruments included in the preceding sentence.. More on Shelton Tactical Credit
Moving together with Shelton Mutual Fund
| 0.76 | EMSLX | Shelton Emerging Markets | PairCorr |
| 0.76 | EMSQX | Shelton Emerging Markets | PairCorr |
| 0.66 | CFNTX | California Tax Free | PairCorr |
Moving against Shelton Mutual Fund
Shelton Mutual Fund Highlights
| Fund Concentration | Shelton Capital Management Funds, Large Funds, Nontraditional Bond Funds, Nontraditional Bond, Shelton Capital Management, Large, Nontraditional Bond (View all Sectors) |
| Update Date | 31st of March 2025 |
| Expense Ratio Date | 1st of May 2023 |
| Fiscal Year End | December |
Shelton Tactical Credit [DEBTX] is traded in USA and was established 22nd of March 2025. Shelton Tactical is listed under Shelton Capital Management category by Fama And French industry classification. The fund is listed under Nontraditional Bond category and is part of Shelton Capital Management family. This fund currently has accumulated 33.86 M in assets under management (AUM) with no minimum investment requirementsShelton Tactical Credit is currently producing year-to-date (YTD) return of 1.09% with the current yeild of 0.01%, while the total return for the last 3 years was 3.01%.
Check Shelton Tactical Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Shelton Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Shelton Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Shelton Tactical Credit Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Shelton Tactical Credit Mutual Fund Constituents
| HYG | iShares iBoxx High | Etf | High Yield Bond |
Shelton Tactical Credit Risk Profiles
| Mean Deviation | 0.1731 | |||
| Semi Deviation | 0.1839 | |||
| Standard Deviation | 0.2168 | |||
| Variance | 0.047 |
Shelton Tactical Against Markets
Other Information on Investing in Shelton Mutual Fund
Shelton Tactical financial ratios help investors to determine whether Shelton Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Shelton with respect to the benefits of owning Shelton Tactical security.
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