SDAAX Mutual Fund

SDAAX Mutual Fund (Swan Defined Risk Growth Fund Class A) is managed by Swan Capital Management with $2.1M in net assets. SDAAX expense ratio is 1.68%, holding 13 positions across sectors including Financials. Inception date: 2018-12-27.

SDAAX performance shows a YTD return of 5.18%. The 1-year return is 14.08% and the 5-year return is 7.20%.

SDAAX top holdings include Ishares Core S&p 500 ETF (87.3%), Spx Us 12/17/27 P7050 (5.1%), Spx Us 12/17/27 P6900 (3.9%), Spx Us 12/17/27 C7500 (2.7%), First American Government Obligations Fund (2.0%). Go to all SDAAX holdings, SDAAX sectors, or SDAAX dividends.

SDAAX can be compared against other funds. Use SDAAX overlap to find shared positions, or SDAAX vs another fund for a side-by-side view. SDAAX alternatives are available via the screener, along with tax-loss harvesting opportunities.