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Mutual Funds

Shelton Tactical Credit Fund: DEBTX, DEBIX

In the News 

Read the official press release for Shelton Tactical Credit Fund Receives 5-Star Morningstar RatingTM

strategic overview

The Fund seeks to deliver current income and capital appreciation by investing primarily, under normal market conditions, in corporate fixed income and/or equity securities that it believes are undervalued. It employs relative value, event-driven, and hedging investment styles in allocating Fund assets across asset classes and capital structures including both long and/or short positions in seeking to achieve its investment objective and reduce risk.

fund objective: 

Seeks to achieve current income and capital appreciation

Fund Information

Ticker

Share

Price

Gross

Expense

Ratio

Net

Expense

Ratio


DEBIX

$10.36

1.52%

1.44%


DEBTX

$10.31

1.77%

1.69%

average annual total returns

 

4Q17

YTD

1YR

3YR

Since

Inception

DEBIX

0.68%

3.65%

3.65%

6.88%

6.75%

DEBIX

0.52%

3.34%

3.34%

6.59%

6.46%

Barclays US

Aggregate Bond

Index

0.39%

3.54%

3.54%

2.27%

2.28%

 

 

 

 

 

Portfolio Manager

John Harnisch, CFA

John Harnisch

John Harnisch, CFA, joined Shelton Capital Management in 2016 and is a Portfolio Manager on the Shelton Tactical Credit Fund.

Prior to joining the firm, John was a portfolio manager at Acuity Capital Management, and he worked previously for Babson Capital Management. John earned a BA in Economics from Trinity College in 2002 and earned the CFA charter in 2006. He is currently a member of the Hartford CFA Society and the CFA Institute.


  

 

Portfolio Manager

BILL MOCK

BMock.jpg

William Mock is the lead member of the portfolio management team for Shelton’s Fixed Income and Money Market funds. He rejoined the firm in February 2010 after serving as a portfolio manager for California Investment Trust from 2001 to 2003. Bill left the firm to join TKI Capital Management, a convertible arbitrage hedge fund, where he served as head trader through 2006.

Bill holds a B.S. degree in Electrical Engineering from Kansas State University and an MBA with Honors from the University of Chicago Graduate School of Business.

 

Portfolio Analyst

Chris Walsh

Chris Walsh

Chris Walsh is a Portfolio Analyst and serves the Shelton Real Estate Income Fund and Shelton Tactical Credit Fund, the former which he has served since January 2014.

Chris joined Shelton Capital Management in 2016. Previously, Chris worked for AR Global, Southport Mortgage Capital, and Lazard Asset Management. Chris earned a BA in Economics from Villanova University with a concentration in International Business.

 

 

 

  
Important Information
Total returns include changes in share price and the reinvestment of income dividends and all capital gains distributions. All performance figures reflect an expense reimbursement, where applicable. Without the expense reimbursement, the performance figures would be lower. Performance figures represent past performance and are not a guarantee of future results. The investment return and the principal value of an investment will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original cost; current performance may be lower or higher than the performance data quoted. For more current month-end Fund performance information, please call our office at (800) 955-9988 or visit us on the web at www.sheltoncap.com.