SDACX Mutual Fund

SDACX Mutual Fund (Swan Defined Risk Growth Fund Class C) is managed by Swan Capital Management with $1.3M in net assets. SDACX expense ratio is 2.43%, holding 13 positions across sectors including Financials. Inception date: 2018-12-27.

SDACX performance shows a YTD return of 4.71%. The 1-year return is 13.26% and the 5-year return is 6.83%.

SDACX top holdings include Ishares Core S&p 500 ETF (87.3%), Liberty Interactive Llc 8.25% 2/1/2030 (5.1%), Purchased KRW / Sold USD (3.9%), Spx Us 12/17/27 C7500 (2.7%), First American Government Obligations Fund (2.0%). Go to all SDACX holdings, SDACX sectors, or SDACX dividends.

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