Core Fixed Income Fund Class Y (SCFYX) Fund Overview
Educational signal · not a buy or sell recommendation · How to read this
Beta 1.09: the stock has moved about 9% more than the S&P 500.
For informational purposes only. Not financial advice. Machine-generated analysis by Stock Expert AI — model gemini-2.0-flash, generated Mar 17, 2026. Editorial oversight is systemic, not page-by-page. Editorially accountable: Sedat ANAK, Founder and Editor-in-Chief. Data sources: Financial Modeling Prep, Yahoo Finance, SEC EDGAR
Quick AnswerCore Fixed Income Fund Class Y (SCFYX) trades at $9.09. Core Fixed Income Fund Class Y (SCFYX) is a fixed-income fund that invests primarily in U.S. corporate and government fixed-income securities. Sector: Financials.
Price as of · Last analyzed: Mar 17, 2026Analyst Coverage for SCFYX: SCFYX does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage.
Core Fixed Income Fund Class Y (SCFYX) Financial Services Profile
Core Fixed Income Fund Class Y (SCFYX) is a U.S.-based fixed-income fund focused on generating income through strategic investments in corporate and government securities. The fund invests in both investment-grade and non-investment-grade fixed income assets, including mortgage-backed and asset-backed securities, positioning itself within the broader asset management industry.
What Is the Investment Thesis for SCFYX?
Core Fixed Income Fund Class Y (SCFYX) presents a notable research candidate for income-seeking investors. The fund's strategy of investing in a diversified portfolio of U.S. corporate and government fixed-income securities, including both investment-grade and non-investment-grade assets, offers the potential for attractive returns. Key value drivers include the fund's ability to capitalize on opportunities within the fixed-income market and its disciplined approach to risk management. Growth catalysts include favorable macroeconomic conditions, such as stable interest rates and a healthy economy, which can support the performance of fixed-income securities. However, potential risks include interest rate volatility, credit risk, and market fluctuations, which could negatively impact the fund's returns. With a beta of 1.09, SCFYX exhibits market sensitivity.
Based on FMP financials and quantitative analysis
SCFYX Key Highlights
SCFYX invests at least 80% of its net assets in fixed income securities, providing a focused approach to income generation.
- The fund invests in both investment-grade and non-investment-grade securities, offering a diversified approach to fixed income investing.
- SCFYX's portfolio includes asset-backed securities, mortgage dollar rolls, and mortgage-backed securities, providing exposure to various segments of the fixed income market.
- The fund's investments are primarily in U.S. corporate and government fixed income securities, focusing on the domestic market.
- SCFYX has a market capitalization of $3.68 billion, reflecting its size and significance in the asset management industry.
Who Are SCFYX's Competitors?
SCFYX is benchmarked below against 6 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | MoonshotScore |
|---|---|---|---|---|
| AAGPX American Beacon Large Cap Value Fund Investor Class | $24.60 | +0.65% | $2.90B | — |
| DNP DNP Select Income Fund Inc. | $9.57 | +2.90% | $3.61B | — |
| EMGAX Allspring Emerging Markets Fund Class A | $39.85 | +0.15% | $4.17B | — |
| EMGYX Allspring Emerging Markets Equity Fund Admin Class | $33.96 | +1.22% | $3.62B | — |
| FSCIX Fidelity Advisor Small Cap I | $40.67 | +1.09% | $3.92B | — |
| EICA Eagle Point Income Company Inc. | $25.00 | +0.04% | $234M | 36 5-pillar |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are SCFYX's Key Strengths?
Diversified portfolio of fixed income securities.
- Experienced investment management team.
- Established track record in fixed income investing.
What Are SCFYX's Weaknesses?
Exposure to interest rate risk.
- Potential for credit losses on non-investment grade securities.
- Dependence on macroeconomic conditions.
What Are the Key Risks for SCFYX?
Rising interest rates could negatively impact the value of fixed-income securities.
- Credit risk associated with non-investment grade securities could lead to losses.
- Market volatility and economic uncertainty could negatively impact the fund's performance.
What Threats Does SCFYX Face?
- Rising interest rates.
- Economic recession.
- Increased competition from other asset managers.
What Are SCFYX's Competitive Advantages?
- Established track record in fixed income investing.
- Experienced investment professionals with expertise in credit analysis and portfolio management.
- Diversified portfolio of fixed income securities, reducing risk.
- Access to a wide range of fixed income markets and securities.
What Does SCFYX Do?
Core Fixed Income Fund Class Y (SCFYX) is a fixed-income fund that seeks to provide income by investing primarily in U.S. corporate and government fixed-income securities. The fund's investment strategy involves allocating assets across a range of fixed-income instruments, including both investment-grade and non-investment-grade (junk bond) securities. These securities encompass asset-backed securities, mortgage dollar rolls, and mortgage-backed securities, as well as those issued or guaranteed by the U.S. government and its agencies. SCFYX aims to capitalize on opportunities within the fixed-income market to generate returns for its investors. The fund's portfolio construction reflects a diversified approach to fixed-income investing, considering various credit qualities and sectors within the market. By including both investment-grade and non-investment-grade securities, SCFYX seeks to balance risk and return potential. The fund's investment decisions are guided by in-depth analysis of macroeconomic trends, credit fundamentals, and market conditions. SCFYX is managed by experienced investment professionals who employ a disciplined approach to fixed-income investing. The fund is available to investors seeking exposure to a broad range of fixed-income securities with the goal of generating income. SCFYX operates within the competitive landscape of the asset management industry, where it competes with other fixed-income funds and investment managers. The fund's performance is evaluated based on its ability to generate income and manage risk relative to its benchmark and peers.
What Products and Services Does SCFYX Offer?
- Invests primarily in U.S. corporate and government fixed income securities.
- Allocates assets across both investment-grade and non-investment-grade (junk bond) securities.
- Includes asset-backed securities, mortgage dollar rolls, and mortgage-backed securities in its portfolio.
- Seeks to generate income for its investors through strategic fixed income investments.
- Manages risk through diversification and credit analysis.
- Provides investors with exposure to a broad range of fixed income securities.
How Does SCFYX Make Money?
- Generates revenue through management fees charged on assets under management (AUM).
- Aims to outperform its benchmark by actively managing its fixed income portfolio.
- Seeks to attract and retain investors by providing competitive returns and managing risk effectively.
What Industry Does SCFYX Operate In?
Core Fixed Income Fund Class Y (SCFYX) operates within the asset management industry, specifically in the fixed-income segment. The industry is characterized by a wide range of investment products and strategies, catering to diverse investor needs and risk profiles. Market trends include increasing demand for fixed-income investments, driven by factors such as aging demographics and low interest rates. The competitive landscape is intense, with numerous asset managers vying for market share. SCFYX differentiates itself by focusing on U.S. corporate and government fixed-income securities, including both investment-grade and non-investment-grade assets.
Who Are SCFYX's Key Customers?
- Individual investors seeking income-generating investments.
- Institutional investors, such as pension funds and endowments.
- Financial advisors and wealth managers who recommend the fund to their clients.
Research confidence
Thin evidence — scoring coverage unknown. Treat this as a starting point, not a conclusion.
- ● Scoring coverage unknown
- ● Price is current
- ● No filing on record
- ● No analyst coverage
- ● This is a fund, not an operating company
MoonshotScore History
Recorded daily since 2026-08-23 · 41 snapshots
| 2026-08-23 | 44 |
| 2026-08-31 | 44 |
| 2026-09-08 | 44 |
| 2026-09-16 | 44 |
| 2026-09-24 | 44 |
| 2026-10-04 | 44 |
What changed?
The score has stayed at 44.
Over the same 30 days the stock moved -3.1%.
SCFYX Financials
Bull Case vs Bear Case
Bull Case
- Diversified portfolio of fixed income securities.
- Experienced investment management team.
- Established track record in fixed income investing.
- Ongoing: Favorable macroeconomic conditions, such as stable interest rates and a healthy economy, can support the performance of fixed-income securities.
Bear Case
- Exposure to interest rate risk.
- Potential for credit losses on non-investment grade securities.
- Dependence on macroeconomic conditions.
- Potential: Rising interest rates could negatively impact the value of fixed-income securities.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · March 2026
SCFYX Latest News
No recent news available for SCFYX.
SCFYX Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations collected by Financial Modeling Prep for SCFYX.
Price Targets
Wall Street price target analysis for SCFYX.
SCFYX MoonshotScore
MoonshotScore is Stock Expert AI's proprietary 0-100 research rating, not a buy or sell recommendation. No MoonshotScore is published for SCFYX; grades run from A+ (80-100) to F (below 30).
Core Fixed Income Fund Class Y ADR Information Sponsored
An American Depositary Receipt (ADR) is a certificate that represents shares of a foreign company trading on U.S. stock exchanges. For SCFYX, as an ADR, it allows U.S. investors to invest in a fund primarily focused on U.S. fixed income securities without directly dealing with the complexities of foreign markets.
- Home Market Ticker: Boston, US
- ADR Level: 2
- ADR Ratio: 1:1
Core Fixed Income Fund Class Y Financials Stock: Key Questions Answered
What does Core Fixed Income Fund Class Y do?
Core Fixed Income Fund Class Y (SCFYX) is a fixed-income fund that invests primarily in U.S. corporate and government fixed-income securities.
What are the main risks for SCFYX?
The main risks for Core Fixed Income Fund Class Y (SCFYX) include interest rate risk, credit risk, and market risk. Credit risk refers to the potential for issuers of fixed-income securities to default on their obligations.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
MoonshotScore is not published for this security.
Data provided for informational purposes only.
- The information provided is based on available data and is subject to change.
- Investment decisions should be made in consultation with a qualified financial advisor.