There was a time when you preferred aggressive investing—a growth-at-all-costs approach that relied heavily on high-quality exposure and a long-term focus. That was years ago.
Today, you’re sitting on a financial reserve that fuels security and peace of mind. With a nest egg built up, a growing family, and an imminent retirement, you’re rethinking those high-risk, high-reward strategies. You might even wonder, “How long will my money last?”
Congratulations—the most challenging part of the climb is behind you. Now’s your moment to consider shifting your portfolio from a volatile market into more low-risk investments that offer steady, reliable cash flow. Don’t worry—you’re not pulling all your money from growth opportunities (it’s still on the clock). Instead, you’re opening your mind to a strategy that is potentially more reliable.
What is Fixed Income?
Fixed income refers to investments that provide regular, predictable payments over time, typically through interest payments. These are often considered lower-risk investments to the extent they focus on preserving capital and generating a steady income stream. For example, a popular type of fixed income investment includes treasury security bonds issued by the U.S. government that provide reliable interest payments with lower volatility.
Shelton Capital’s actively managed fixed income portfolios seek to generate total investment return and income, focused on the US investment grade and non-investment grade taxable and tax-exempt bond markets. The portfolio management team employs a thorough top-down and bottom-up research approach and believes that actively managing fixed income today requires us to have soundly developed views of economic and business cycles as well as interest rate and credit cycles. This unique approach to portfolio construction aims to generate differentiated above-market returns that are uncorrelated to market benchmarks.
Unlocking the Potential of Fixed Income with DEBIX
Look no further for fixed-income solutions than Shelton’s Tactical Credit Fund (DEBIX), selected by Investor’s Business Daily as one of the Best U.S. Taxable Bond Funds for 2024.
The fund’s investment strategy is centered around income generation and capital appreciation. DEBIX is a differentiated credit-focused fixed income total return strategy that employs credit analysis to identify bonds that are undervalued by the market.
By adding DEBIX into your portfolio, there is potential for a more reliable cash flow that aspires to support long-term financial goals —or, as we like to say, helps protect your legacy.
Our thoughtful approach to seeking income and capital appreciation through tactical allocation and fundamental credit research is producing attractive returns in the fixed income markets,” said Peter Higgins, Senior Portfolio Manager of the Shelton Tactical Credit Fund. “We believe the strategy is repeatable throughout all macro, credit and interest rate cycles and provides a compelling solution for our clients.”
Visit our Fixed Income Strategies page to learn more about all of Shelton’s Fixed Income Offerings.
Important Information
An investment in a Fund involves risk, including possible loss of principal. Fund information is not intended to represent future portfolio composition.
The Shelton Tactical Credit Fund invests without restriction as to issuer capitalization, country, credit quality and without restriction as to the maturity of fixed income securities. The Fund generally will take long positions in securities believed to be undervalued and short positions in securities believed to be overvalued. The Fund typically employs derivatives for hedging purposes, such as futures contracts, options, credit-default swaps, and total return swaps.
Investors should consider a fund’s investment objectives, risks, charges, and expenses carefully before investing. The prospectus contains this and other information about the fund. To obtain a prospectus, visit www.sheltonfunds.com or call (800) 955-9988. A prospectus should be read carefully before investing.
Shelton Funds are distributed by RFS Partners, a member of FINRA and affiliate of Shelton Capital Management. INVESTMENTS ARE NOT FDIC INSURED OR BANK GUARANTEED AND MAY LOSE VALUE.
The ninth annual Investor’s Business Daily Best Mutual Funds Awards can help you figure out which funds to buy or sell. IBD looked at all the mutual funds with at least a 10-year track record. Each award-winning fund had to outperform its benchmark for the past one, three, five and 10 years, showing its ability to outperform in both the short term and long haul.
