Navigating a Post-Pandemic Recovery with Shelton Tactical Credit Fund

The forward economic outlook is promising, but there will inevitably be fits and starts along the way. After all, there is no playbook for what a post-pandemic recovery looks like. Jeffrey Rosenkranz, Portfolio Manager at Shelton Capital Management, dives into the strategy and why the willingness and ability to be tactical has never been more crucial in the short video below:

Important Information:

 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, visit www.sheltoncap.com or call (800) 955-9988. 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.