Shelton Tactical Credit Fund (DEBTX) belongs to the Nontraditional Bonds category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with DEBTX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to DEBTX
DEBTX charges 1.97% annually. There are 67 mutual funds in the Nontraditional Bonds category with lower expense ratios, going as low as 0.47%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Putnam Mortgage Opportunities Fund | 0.47% | — | Apr 2015 | DEBTX vs PMOTX | |
| GMO Opportunistic Income Fund | 0.47% | — | Oct 2011 | DEBTX vs GMODX | |
| Carillon Reams Unconstrained Bond Fund | 0.50% | — | Sep 2011 | DEBTX vs SUBFX | |
| FPA Flexible Fixed Income Fund | 0.51% | — | Dec 2018 | DEBTX vs FPFIX | |
| PIMCO Strategic Bond Fund | 0.51% | — | Jan 2009 | DEBTX vs PUTIX |
Best Risk-Adjusted Alternatives to DEBTX
DEBTX has a PortfoliosLab risk / return rank of 73. There are 29 mutual funds in the Nontraditional Bonds category with higher risk-adjusted ranks, going as high as 100.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Victory Pioneer Cat Bond Fund Class Y | 100 | — | Jan 2023 | DEBTX vs CBYYX | |
| PGIM Securitized Credit Fund | 100 | — | Jun 2019 | DEBTX vs SCFZX | |
| Eaton Vance Global Macro Absolute Return Fund | 99 | — | Jun 2007 | DEBTX vs EIGMX | |
| Artisan Global Unconstrained Fund | 99 | — | Mar 2022 | DEBTX vs APFPX | |
| Eaton Vance Global Macro Absolute Return Advantage... | 98 | — | Aug 2010 | DEBTX vs EGRIX |
Top Performing DEBTX Alternatives (YTD)
DEBTX is at 2.14% YTD. There are 12 mutual funds in the Nontraditional Bonds category with higher YTD returns, going as high as 7.53%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Eaton Vance Global Macro Absolute Return Advantage... | 7.53% | — | Aug 2010 | DEBTX vs EGRIX | |
| Putnam Mortgage Opportunities Fund | 5.26% | — | Apr 2015 | DEBTX vs PMOTX | |
| Eaton Vance Global Macro Absolute Return Fund | 4.73% | — | Jun 2007 | DEBTX vs EIGMX | |
| Artisan Global Unconstrained Fund | 3.81% | — | Mar 2022 | DEBTX vs APFPX | |
| T. Rowe Price Dynamic Global Bond Fund | 3.66% | — | Jan 2015 | DEBTX vs RPIEX |
Lowest Volatility Alternatives to DEBTX
DEBTX has 3.09% 1-year volatility. There are 46 mutual funds in the Nontraditional Bonds category with lower 1-year volatility, going as low as 1.00%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dunham Long/Short Credit Fund | 1.00% | — | Dec 2004 | DEBTX vs DCAIX | |
| Victory Pioneer Cat Bond Fund Class Y | 1.23% | — | Jan 2023 | DEBTX vs CBYYX | |
| GMO Opportunistic Income Fund | 1.33% | — | Oct 2011 | DEBTX vs GMODX | |
| BlackRock Global Long/Short Credit Fund | 1.37% | — | Sep 2011 | DEBTX vs BGCIX | |
| DoubleLine Flexible Income Fund | 1.37% | — | Apr 2014 | DEBTX vs DFLEX |
Lowest Drawdown Alternatives to DEBTX
DEBTX has a 1-year max drawdown of -2.03%. There are 33 mutual funds in the Nontraditional Bonds category with shallower 1-year drawdowns, going as shallow as -0.09%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Victory Pioneer Cat Bond Fund Class Y | -0.09% | — | Jan 2023 | DEBTX vs CBYYX | |
| PGIM Securitized Credit Fund | -0.31% | — | Jun 2019 | DEBTX vs SCFZX | |
| Dunham Long/Short Credit Fund | -0.37% | — | Dec 2004 | DEBTX vs DCAIX | |
| GMO Opportunistic Income Fund | -0.65% | — | Oct 2011 | DEBTX vs GMODX | |
| PGIM Absolute Return Bond Fund | -0.86% | — | Mar 2011 | DEBTX vs PADZX |
Other Mutual Funds from Shelton Capital Management
The 7 most viewed Shelton Capital Management mutual funds shown here include NASDX, EQTIX, NEXTX and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Shelton Capital Management Nasdaq-100 Index Fund D... | Large Cap Growth Equities | 55 | 15.96% | — | Jan 2000 | DEBTX vs NASDX | |
| Shelton Equity Income Fund | Derivative Income | 42 | 7.58% | — | Sep 1996 | DEBTX vs EQTIX | |
| Shelton Green Alpha Fund | Mid Cap Growth Equities | 15 | 10.00% | — | Mar 2013 | DEBTX vs NEXTX | |
| Shelton International Select Equity Fund | Foreign Large Cap Equities | 43 | 11.94% | — | Dec 2008 | DEBTX vs SISEX | |
| Green California Tax-Free Income Fund | Municipal Bonds | 72 | 2.08% | — | Dec 1985 | DEBTX vs CFNTX | |
| Shelton Capital Management U.S. Government Securit... | Government Bonds | 9 | 0.38% | — | Dec 1985 | DEBTX vs CAUSX | |
| Shelton Emerging Markets Fund | Emerging Markets Diversified | 73 | 19.81% | — | Mar 1997 | DEBTX vs EMSQX |
Often Compared With DEBTX
Investors most often compare DEBTX with TTRZX, TUIFX, WAVLX. These 6 comparison targets span 1 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Templeton Global Total Return Fund | Nontraditional Bonds | 21 | 1.77% | — | Sep 2008 | DEBTX vs TTRZX | |
| Toews Unconstrained Income Fund | Nontraditional Bonds | 43 | 0.49% | — | Aug 2013 | DEBTX vs TUIFX | |
| Wavelength Interest Rate Neutral Fund | Nontraditional Bonds | 69 | 2.53% | — | Sep 2013 | DEBTX vs WAVLX | |
| T. Rowe Price Dynamic Credit Fund | Nontraditional Bonds | 89 | 1.03% | — | Jan 2019 | DEBTX vs RPIDX | |
| Anfield Universal Fixed Income Fund | Nontraditional Bonds | 94 | 1.42% | — | Jun 2013 | DEBTX vs AFLIX | |
| Anchor Risk Managed Credit Strategies Fund | Nontraditional Bonds | 33 | 1.58% | — | Sep 2015 | DEBTX vs ATCSX |
Compare DEBTX with Any Fund or Stock
Compare DEBTX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair DEBTX with funds that move differently
Shelton Tactical Credit Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to DEBTX.
Explore DEBTX Diversifiers