Shelton Capital Announces Lower Expense Ratio for Tactical Credit Fund (DEBIX)
Denver, June 5, 2025 – Shelton Capital Management (“Shelton”), a multi-strategy asset manager with more than $5.7 billion in assets under management, is pleased to announce that the Shelton Tactical Credit Fund (DEBIX) now has an expense ratio of 74 basis points, placing it in the below average category among Morningstar’s Nontraditional bond funds.
“We consistently review our entire fund lineup to find new opportunities to lower expenses for our clients,” said Dennis Clark, Managing Director, at Shelton Capital Management. “We’re committed to delivering products that are affordable, accessible and scalable, and very pleased to announce this change for DEBIX.”
“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.”
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 (3/31/2025) and top 13% in 2025 (5/31/2025).*
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 5/31/25, the firm manages over $5.7 billion. For more information, visit www.sheltoncap.com
Important Information
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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.
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*Morningstar
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