SDRCX Mutual Fund (Swan Defined Risk Fund Class C) is managed by Swan Capital Management with $32.2M in net assets. SDRCX expense ratio is 2.25%, holding 17 positions across sectors including Financials, Information Technology, Consumer Discretionary. Inception date: 2012-10-18.

SDRCX performance shows a YTD return of 5.01%. The 1-year return is 12.64% and the 5-year return is 6.79%. SDRCX dividend yield stands at 10.94%, paid annually.

SDRCX top holdings include Ishares Core S&p 500 ETF (59.2%), Technology Select Sector Spdr (9.8%), Spx Us 12/17/27 P7350 (6.0%), Snorkel Ai, Inc., Series C (5.7%), Financial Select Sector Spdr F (3.7%). View all SDRCX holdings, sector breakdown, or dividend history.

SDRCX can be compared against other funds using the overlap calculator or side-by-side comparison tool. SDRCX alternatives are available via the screener, along with tax-loss harvesting opportunities.