Seeking Income in Inflationary Times?

Are we approaching a generational shift? Inflation just hit a 30-year high and most fixed income funds are unprepared for an inflation shock. Shelton Capital Management offers two compelling income solutions that can deliver total returns while seeking to insulate the portfolio from these risks.

Maintain your competitive edge >>

Subscribe to receive biweekly market insights from our fixed income portfolio management team.

Sign Up

Shelton Tactical Credit Fund

Fund Objective

Seeks to achieve current income and capital appreciation.

Strategy Highlights

  • The Fund is managed as a total return fund, employing a “credit long/short” investment strategy.
  • The Fund employs an opportunistic relative-value credit strategy focused on a portfolio of credit-related instruments, including U.S. high yield and investment grade municipal and corporate bonds.
  • The Fund marries a top-down macro thesis with bottom-up fundamental research including relative value, event driven, special situation and arbitrage opportunities.
  • To the extent the Fund invests in tax-exempt municipal bonds, the Strategy may generate tax-advantaged income.

Morningstar RatingTM

star star star star   DEBIX

Shelton Tactical Credit Fund (DEBIX) received an Overall Morningstar RatingTM of 4 stars among 297 Nontraditional Bond funds, based on risk-adjusted returns, as of 11/30/2021. Important Information for Morningstar® Rating

Fund Information

In The News

Article: FA-mag.com: Putting on the Calls

 Article: WealthManagement.com: The Flight of the Condor

By clicking the above links, 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.

Portfolio Management Team

Resources

Documents PDF Zip
Prospectus pdf DL
Annual Report pdf DL
Statement of Additional Information pdf DL
Semi-Annual Report pdf DL

Important Information

It is possible to lose money by investing in the Fund. Past performance does not guarantee future results.

The Fund invests without restriction as to issuer capitalization, country, credit quality and without restriction as to the maturity of fixed income securities. The Fund generally will take long positions in securities believed to be undervalued and short positions in securities believed to be overvalued. The Fund typically employs derivatives for hedging purposes, such as futures contracts, options, credit-default swaps, and total return swaps.

The risk for loss on short selling is greater than the original value of the securities sold short, and theoretically is unlimited, because the price of the borrowed security may rise, thereby increasing the price at which the security must be purchased. Although the Fund intends to use derivatives to reduce risk, they may have the opposite effect and increase the volatility or magnitude of loss by the Fund. Derivatives may be illiquid and subject to the risk of default by a counter-party. The value of the Fund’s investments in fixed income securities will fluctuate with changes in interest rates. Typically, a rise in interest rates causes a decline in the value of fixed income securities. The Fund may invest in non-investment grade fixed income securities, sometimes known as “high-yield bonds” or “junk bonds,” which may subject the Fund to greater credit risk, price volatility and risk of loss than investment grade securities. Some of the “junk bonds” may include securities issued by distressed companies experiencing acquisition, merger, spinoff, restructuring, bankruptcy, downgrade, delinquency, default, or relatively poor financial performance. Distressed securities are speculative and involve substantial risks in addition to the risks of investing in junk bonds, including potential loss of the Fund’s entire investment.

Investors should consider the Fund’s investment objectives, risks, charges and expenses carefully before investing. The prospectus contains this and other information about the Fund. To obtain a prospectus, visit www.sheltoncap.com or call (800) 955-9988. A prospectus should be read carefully before investing.

Shelton Tactical Credit Fund is 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.

Shelton Equity Income Fund

The Fund’s objective is to achieve a high level of income and capital appreciation (when consistent with high income) by investing primarily in income producing U.S. equity securities.

Morningstar RatingTM

star star star star   EQTIX

Shelton Equity Income Fund (EQTIX) received an Overall Morningstar RatingTM of 4 stars among 1,147 Large Value funds, based on risk-adjusted returns, as of 11/30/2021. Important Information for Morningstar® Rating

Fund Information

Screen Shot 2019 11 29 at 6.10.27 PM 1

 Download: Fact Sheet

Ticker: EQTIX

Benchmarks:
CBOE Buywrite Index
S&P Citigroup Value Index

In The News

Article: Preparing for the Eventual End of the LongestBull Market Run in History

 3Q21 Dividend Announcement: Shelton Equity Income Fund (EQTIX)

By clicking the above links, 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.

Portfolio Management Team

Resources

Documents PDF Zip
Prospectus pdf DL
Annual Report pdf DL
Statement of Additional Information pdf DL
Semi-Annual Report pdf DL

Important Information

Fund information is not intended to represent future portfolio composition. Portfolio holdings are subject to change and should not be considered a recommendation to buy individual securities. The Fund is subject to several risks, any of which could cause the Fund to lose money. These risks, which are described more fully in the prospectus, include stock market risk, economic and political events risks, sector risks, large and medium sized company risks and value investing risks.

Investors should consider a fund’s investment objectives, risks, charges and expenses carefully before investing. The prospectus contains this and other information about the fund. To obtain a prospectus, visit www.sheltoncap.com or call (800) 955-9988. A prospectus should be read carefully before investing.

Shelton Funds are distributed by RFS Partners, a member of FINRA and affiliate of Shelton Capital Management.

Effective on May 19, 2021, the fund changed its name from Shelton Core Value Fund to Shelton Equity Income Fund.

INVESTMENTS ARE NOT FDIC INSURED OR BANK GUARANTEED AND MAY LOSE VALUE.

Contact Us For More Information

We have a team of professionals dedicated to supporting the needs of our advisor clients. Request to consult with a Portfolio Manager and your Director of Advisor Services to learn more about how we can help you meet your clients’ needs.

Sales Territory