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SDJCX

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Analysis and statistics

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About

SDJCX.US represents the Shelton Disciplined Fixed Income Fund Class C shares. This is a mutual fund offered by Shelton Capital Management that primarily invests in a diversified portfolio of fixed income securities, including U.S. government and agency securities, corporate bonds, mortgage-backed securities, and asset-backed securities. The fund's objective is to provide current income while maintaining capital preservation. Performance and fees may vary compared to other share classes of the same fund or similar fixed income funds.
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Factors

US Stock Market Performance: Broad market trends influence SDJCX, as it invests in US equities.

Sector Performance: SDJCX's holdings in specific sectors like technology, financials, or healthcare, impact its performance.

Interest Rate Changes: Rising interest rates may negatively impact SDJCX, while declining rates may positively affect it.

Economic Data Releases: GDP, inflation, and employment data can sway market sentiment and SDJCX's price.

Company-Specific News: Earnings reports and other news related to SDJCX's top holdings drive price changes.

Investor Sentiment: Overall market optimism or pessimism influences buying and selling pressure on SDJCX.

Fund Flows: Large inflows into or outflows from SDJCX can affect its price due to supply and demand dynamics.

Management Strategy: The fund manager's investment decisions and portfolio adjustments impact SDJCX's returns.

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