Morningstar

Shelton Tactical Credit Investor DEBTX

Morningstar Medalist Rating
Medalist Rating as of | See Shelton Investment Hub
  • NAV / 1-Day Return 9.90  /  +0.10 %
  • Total Assets 59.8M
  • Adj. Expense Ratio
    0.990%
  • Expense Ratio 1.080%
  • Distribution Fee Level Average
  • Share Class Type No Load
  • Category Nontraditional Bond
  • Credit Quality / Interest Rate Sensitivity —
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 5.41%
  • Effective Duration —

USD | NAV as of Oct 03, 2026 | 1-Day Return as of Oct 03, 2026, 12:11 AM GMT+0

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
Rated on Published on

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Portfolio Holdings DEBTX

More DEBTX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 30.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

United States Treasury Bills 0%

9.89 6M
Government

Iron Mountain Inc. 6.25%

3.34 2M
Corporate

Beach Acquisition Bidco LLC 0%

3.30 2M
Corporate

AMC Entertainment Holdings Inc 7.5%

3.09 2M
Corporate

Sirius Xm Radio LLC 3.875%

3.02 2M
Corporate

Six Flags Entertainment Corp/ Canadas Wonderland Company/ Millennium Operat

3.00 2M
Corporate

1261229 Bc Ltd. 10%

2.95 2M
Corporate

Vornado Realty Lp 5.75%

2.92 2M
Corporate

Petsmart LLC / Petsmart Financial Corp. 7.5%

2.91 2M
Corporate

Mars Inc. 5.65%

2.89 2M
Corporate

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