Portfolio Manager Jeffrey Rosenkranz Joins Money Life Podcast with Chuck Jaffe
Jeffrey Rosenkranz, Portfolio Manager of the Shelton Tactical Credit Fund (DEBIX), recently joined Money Life with Chuck Jaffe to discuss the timing of pending rate cuts, the likelihood of a soft landing, and defaults in the banking sector.
Important Information
By clicking the above link, you’ll leave this site and go to a third-party website. Shelton Capital Management does not control the content or privacy practices of the other website and does not endorse or accept responsibility for the content, policies, activities, products or services offered on the site. It should not be considered investment advice. The information provided does not provide information reasonably sufficient upon which to base an investment decision and should not be considered a recommendation to purchase or sell any particular security.
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
