SDACX Mutual Fund

SDACX Mutual Fund (Swan Defined Risk Growth Fund Class C) is managed by Swan Capital Management with $1.2M 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 6.39%.

SDACX top holdings include Ishares Core S&p 500 ETF (89.8%), Spx Us 12/17/27 C7500 (5.8%), Spx Us 12/17/27 P7050 (2.3%), First American Government Obligations Fund (1.9%), Spx Us 12/17/27 P6900 (1.8%). 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.