Shelton Tactical Credit FundDEBIX
Type
Mutual fund
Peer group
Taxable bond
Net assets
$57.6M
Expense ratio
0.74%
1-year return
+6.3%
3 years, a year
+6.3%
5 years, a year
+2.7%
Holdings
58
What it aims to do.
The Funds investment objective is to seek current income and capital appreciation.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| United States Treasury Bills | 6.56% |
| IRM Iron Mountain Inc. | 3.46% |
| Sirius Xm Radio LLC | 3.16% |
| 1261229 Bc Ltd. | 3.11% |
| Mars Inc. | 3.00% |
| WMG Acquisition Corp. | 2.79% |
| Talos Prodtn Inc | 2.76% |
| Acushnet Co | 2.59% |
| Cinemark USA Inc. | 2.58% |
| Guitar Center, Inc. | 2.58% |
More on DEBIX.
- DEBIX overview
- DEBIX holdings
- DEBIX risk
- DEBIX costs
- DEBIX money in and out
- DEBIX share classes
- Compare DEBIX with other funds
Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.