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SMSYX

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1m

Analysis and statistics

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About

SMSYX.US represents the Shelton Capital Management Strategic Alpha Fund, a mutual fund offered by Shelton Capital Management. This fund aims to generate capital appreciation by employing a flexible investment strategy across various asset classes, including U.S. and foreign equities, fixed income securities, and other investment vehicles. The fund's performance is subject to market risks and management fees.
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Factors

FactorName: Interest Rate Changes

Explanation: Changes in interest rates impact bond values held within SMSYX.US, with rising rates generally decreasing bond prices and vice versa.

FactorName: Credit Quality

Explanation: Downgrades in the credit ratings of bonds held in the fund can negatively affect its value as investor confidence wanes.

FactorName: Market Sentiment

Explanation: Overall market conditions, investor confidence, and risk appetite can influence demand for bond funds like SMSYX.US, impacting its price.

FactorName: Inflation Expectations

Explanation: Higher inflation expectations erode the value of fixed-income investments, potentially decreasing the fund's price.

FactorName: Maturity Profile

Explanation: The average maturity of bonds in SMSYX.US affects its sensitivity to interest rate fluctuations, influencing price.

FactorName: Management Expertise

Explanation: The skills and decisions of the fund managers in selecting and managing the bond portfolio contribute to SMSYX.US's performance.

FactorName: Economic Growth

Explanation: A strong economy can lead to rising interest rates and potentially decreased bond fund values.

FactorName: Fund Flows

Explanation: Large inflows or outflows of capital into or out of SMSYX.US can impact its price due to buying or selling pressure on underlying assets.

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