Shelton Tactical is trading at 10.13 as of the 21st of January 2025; that is 0.30 percent up since the beginning of the trading day. The fund's open price was 10.1. Shelton Tactical has about a 22 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 22nd of December 2024 and ending today, the 21st of January 2025. Click here to learn more.
Under normal circumstances, the fund invests at least 80 percent of the value of its net assets, plus the amount of any borrowings for investment purposes, in various credit-related instruments. The fund may invest up to 100 percent of its net assets in any one of the categories of instruments included in the preceding sentence.. More on Shelton Tactical Credit
Shelton Tactical Credit [DEBIX] is traded in USA and was established 21st of January 2025. Shelton Tactical is listed under Shelton Capital Management category by Fama And French industry classification. The fund is listed under Nontraditional Bond category and is part of Shelton Capital Management family. This fund currently has accumulated 33.86 M in assets under management (AUM) with minimum initial investment of 500 K. Shelton Tactical Credit is currently producing year-to-date (YTD) return of 0.4% with the current yeild of 0.01%, while the total return for the last 3 years was 1.45%.
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Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Shelton Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Shelton Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Shelton Tactical Credit Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Shelton Tactical Credit Mutual Fund Constituents
Other Information on Investing in Shelton Mutual Fund
Shelton Tactical financial ratios help investors to determine whether Shelton Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Shelton with respect to the benefits of owning Shelton Tactical security.