SDAIX Mutual Fund

SDAIX Mutual Fund (Swan Defined Risk Growth Fund Class I) is managed by Swan Capital Management with $56.7M in net assets. SDAIX expense ratio is 1.43%, holding 13 positions across sectors including Financials. Inception date: 2018-12-27.

SDAIX performance shows a YTD return of 5.34%. The 1-year return is 14.39% and the 5-year return is 7.47%.

SDAIX top holdings include Ishares Core S&p 500 ETF (87.3%), Sumitomo Mitsui Financial Group In 2.13 07/08/2030 (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 SDAIX holdings, SDAIX sectors, or SDAIX dividends.

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