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SRJQX

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Analysis and statistics

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About

SRJQX.US represents the Schroder US Sustainable Value Fund, a mutual fund managed by Schroder Investment Management. The fund primarily invests in equity securities of U.S. companies that the investment advisor believes are undervalued and exhibit favorable sustainable characteristics. It seeks long-term capital appreciation by focusing on companies with strong fundamentals and positive environmental, social, and governance (ESG) practices. Performance and investment strategy are subject to change and are detailed in the fund's prospectus.
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Factors

Fund performance and market conditions: SRJQX.US's price reflects its net asset value (NAV), which is influenced by the performance of its underlying investments and broader market movements.

Interest rate changes: As a bond fund, SRJQX.US is sensitive to interest rate fluctuations. Rising rates can decrease its value and vice versa.

Credit risk: The fund holds bonds with varying credit ratings. Downgrades or defaults can negatively impact the fund's price.

Inflation expectations: Higher inflation erodes the purchasing power of future bond payments, potentially lowering the fund's value.

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