SDACX Mutual Fund
SDACX Mutual Fund
NAV$15.89
AUM$1M
TER2.43%
Holdings13
See how much of SDACX you already own
SDACX Mutual Fund
NAV$15.89
Swan Defined Risk Growth Fund Class C
AUM$1M
TER2.43%
Holdings13
See how much of SDACX you already own
SDACX Mutual Fund Overlap Analysis
SDACX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
SDACX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 13 holdings, SDACX may share significant positions with broad-market funds.
SDACX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. SDACX tax-loss harvesting finds highly correlated but non-identical funds.