Shelton Tactical Credit Fund - Investor Class (DEBTX) Research

This fund's primary objective is to achieve a combination of current income and capital growth. Under typical market conditions, the fund allocates a minimum of 80% of its net assets, alongside any capital borrowed for investment, into a diverse array of credit-based instruments. Furthermore, it possesses the flexibility to fully concentrate its investments, committing up to 100% of its net assets to any single type of the aforementioned credit instruments.

Market snapshot

Symbol
DEBTX
Price
$10.34
Day change
+0.10%
Market cap
$59.2M
52-week range
10.07-10.45
Sector
Financial Services
Industry
Asset Management

Peer companies

  • Auer Growth (AUERX)
  • Gabelli Enterprise Mergers and Acquisitions Fund AAA (EAAAX)
  • Tributary Nebraska Tax-Free Fund - Institutional Plus Class (FONPX)
  • Hodges Small Intrinsic Value Fund Retail Cl (HDSVX)
  • IPS Strategic Capital Absolute Return Fund Institutional Class (IPSAX)
  • RiverParks Large Growth Fund Retail Shares (RPXFX)
  • TCW Emerging Markets Local Currency Income Fd N Cl (TGWNX)
  • Thompson MidCap (THPMX)

Open Shelton Tactical Credit Fund - Investor Class (DEBTX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.