SDRAX Mutual Fund (Swan Defined Risk Fund Class A) is managed by Swan Capital Management with $131.1M in net assets. SDRAX expense ratio is 1.50%, holding 17 positions across sectors including Financials, Information Technology, Consumer Discretionary. Inception date: 2012-07-30.

SDRAX performance shows a YTD return of 5.41%. The 1-year return is 13.52% and the 5-year return is 5.10%. SDRAX dividend yield stands at 10.12%, paid annually.

SDRAX 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%), Land Berlin 0.01 05-18-2027 (5.7%), Financial Select Sector Spdr F (3.7%). View all SDRAX holdings, sector breakdown, or dividend history.

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