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SBHSX

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Analysis and statistics

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About

SBHSX.US refers to the Shelton Nasdaq-100 Index Fund. This is a mutual fund offered by Shelton Capital Management that seeks to track the investment results of the Nasdaq-100 Index. The Nasdaq-100 Index includes 100 of the largest domestic and international non-financial companies listed on the Nasdaq Stock Market based on market capitalization. The fund primarily invests in the stocks that make up the index, aiming to replicate the index's performance before fees and expenses. Investors seeking exposure to large-cap growth stocks, particularly in the technology sector, might consider this fund as a potential investment option.
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Factors

Market Interest Rates: Rising interest rates typically decrease bond values, as newly issued bonds offer higher yields, making existing bonds less attractive.

Credit Risk: Perceived creditworthiness of the bond issuers within the fund impacts its price. Downgrades or concerns about default can lower the fund's value.

Inflation Expectations: Higher inflation erodes the real value of fixed income, leading to lower bond prices and potentially affecting the fund.

Economic Growth: Strong economic growth can sometimes lead to higher interest rates, negatively impacting bond values within the SBHSX.US fund.

Supply and Demand: General market sentiment and investor demand for fixed-income securities influence the price of the fund. High demand can increase the price, while low demand may decrease it.

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