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SFGBIX

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1m

Analysis and statistics

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About

SFGBIX.US is the ticker symbol for the Shelton Funds Shelton Green Alpha Fund, an actively managed mutual fund focused on investments in companies that are considered to be driving or benefiting from the transition to a sustainable economy. The fund aims for long-term capital appreciation by investing primarily in equity securities of companies believed to be environmentally responsible and economically sound. The .US extension indicates that the fund is traded within the United States.
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Factors

FactorName: Interest Rate Changes

Explanation: As SFGBIX.US holds fixed-income securities, its price is inversely related to interest rates. Rising rates typically lower bond prices, and vice versa.

FactorName: Credit Risk Perception

Explanation: Changes in the perceived creditworthiness of the issuers of bonds held in SFGBIX.US can influence its price. Downgrades lead to price declines.

FactorName: Inflation Expectations

Explanation: Rising inflation expectations erode the real value of fixed-income payments, putting downward pressure on bond prices and, therefore, SFGBIX.US's price.

FactorName: Economic Growth Outlook

Explanation: Stronger economic growth often leads to higher interest rates, negatively affecting bond prices in SFGBIX.US. Slower growth may lead to lower rates and increase bond prices.

FactorName: Supply and Demand

Explanation: General market supply and demand dynamics impact SFGBIX.US's price. Increased demand tends to drive up prices, while increased supply can lower them.

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