Shelton Tactical Credit Fund Receives Morningstar Rating Of 4 Stars
Denver, November 15, 2022 – Shelton Capital Management (“Shelton”), a multi-strategy asset manager, is pleased to announce that the Shelton Tactical Credit Fund (DEBIX) received an Overall Morningstar Rating™ of 4 stars among 312 Nontraditional Bond funds, based on risk-adjusted returns as of October 31, 2022.
“We are proud to receive Morningstar’s high rating. Our thoughtful approach to generating income and capital appreciation through tactical allocation and fundamental credit research is producing attractive returns during very difficult times in the fixed income markets,” said Peter Higgins, Senior Portfolio Manager of the Shelton Tactical Credit Fund. “We believe the strategy is repeatable throughout the credit and interest rate cycles and provides a compelling solution to the problem of intense interest rate and market volatility.”
Rising rates and inflation have wreaked havoc on fixed income portfolios. DEBIX is uniquely positioned to navigate the current challenges in the fixed income markets. The Fund is a differentiated credit-focused fixed income total return strategy that employs credit analysis to identify bonds that are undervalued by the market.
About Shelton Capital Management
Shelton Capital Management is a multi-strategy asset manager offering investment solutions including mutual funds and separate accounts to the clients of wealth managers, the retirement plan market, and individual investors. Founded in 1985, Shelton Capital Management has maintained consistent investment principles and a steadfast focus on authentic customer service. Shelton Capital manages over $3 billion of assets as of 9/30/22. For additional information, visit http://sheltoncap.com.
Important Information
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, 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.
© 2022 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://www.sheltoncap.com/morningstar/
Media Contact:
Morrison Shafroth
720-470-3653
https://www.peaksstrategies.com/
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