Denver, July 15, 2025 – Shelton Capital Management (“Shelton”), a multi-strategy asset manager with more than $6 billion in assets under management, is pleased to announce that the Shelton Tactical Credit Fund (DEBIX) received an Overall Morningstar RatingTM of 4 stars among 257 Nontraditional Bond funds, based on risk-adjusted returns as of June 30, 2025.
“We are proud to receive Morningstar’s high rating. 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. “In fact the Fund’s assets under management have grown 45% this year and we believe the strategy is repeatable throughout all macroeconomic, credit and interest rate cycles and provides a compelling solution for our clients.”
DEBIX is a differentiated credit-focused fixed income total return strategy with a top 17% percentile ranking in the Nontraditional Bond category for the five-year period ending (6/30/2025) and top 9% in 2025, ending (6/30/2025).* The Fund now has an expense ratio of 74 basis points, placing it in the below average category among its Morningstar’s category peers.
At Shelton Capital, we actively manage fixed income portfolios which seek to generate total investment return and income, focused on the US investment grade and non-investment grade taxable and tax-exempt bond markets.
About Shelton Capital Management
Shelton Capital Management (SCM) is a boutique investment firm that helps investors meet financial goals through tailored investment solutions and human-centric customer service. Founded in 1985, the company provides mutual funds and separately managed accounts to the clients of wealth managers, retirement plans, and individual investors. As of 7/7/25, the firm manages over $6 billion. For more information, visit www.sheltoncap.com/
Important Information
For standard performance, please click here.
The fund’s Morningstar three-, five-, ten-year ratings respectively, 3 stars, 4 stars, 4 stars among 257, 233, 165 funds.
It is possible to lose money by investing in a fund. Past performance does not guarantee future results. Investors should consider a fund’s investment objectives, risks, charges and expenses carefully before investing. The prospectus contains this and other information about a fund. To obtain a prospectus, CLICK HERE or call (800) 955-9988. A prospectus should be read carefully before investing. A prospectus should be read carefully before investing. Mutual fund investing involves risk, including possible loss of principal.
Credit-related instruments typically decrease in value when interest rates increase. Concentration in a small number of issuers increases the risk that one issuer could have a large adverse impact on the Fund’s return. Borrowing and frequent trading could increase the Fund’s operating expenses. High-yield bonds involve greater risk of default and may be more volatile and less liquid than investment grade securities. Subordinated and unsecured loans may be disproportionately affected by default and downgrade. Foreign investments may be adversely affected by currency fluctuations, lower liquidity, tax regulation, and political instability. Derivatives can be highly illiquid and difficult to unwind.
The Fund’s short positions may equal up to 100% of the Fund’s net asset value. Short sales theoretically
involve unlimited loss potential since the market price of securities sold short may continuously increase. 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.
© 2025 Morningstar. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results. https://sheltoncap.com/morningstar/
*Morningstar, based on Trailing Returns. Nontraditional Bond Category had 257 funds through 6/30/25 (YTD) period and 233 funds for the 5-year period.
