SDAAX Mutual Fund (Swan Defined Risk Growth Fund Class A) is managed by Swan Capital Management with $2.0M in net assets. SDAAX expense ratio is 1.68%, holding 13 positions across sectors including Financials, Other. Inception date: 2018-12-27.

SDAAX performance shows a YTD return of 5.12%. The 1-year return is 15.61% and the 5-year return is 2.71%.

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%). View all SDAAX holdings, sector breakdown, or dividend history.

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