DEBIX – Fund Analysis – Shelton Tactical Credit Institutional | Morningstar

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Will DEBIX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

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Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable DEBIX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar

The People Pillar is our evaluation of the DEBIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar

The Parent Pillar is our rating of DEBIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Shelton Tactical Credit Institutional's recent fee hike and lowered People Pillar rating result in a decline in this strategy's Morningstar Medalist Rating to Neutral from Bronze.

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Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research

Rated on Jul 31, 2024 Published on Jul 31, 2024

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