SDAIX Mutual Fund

SDAIX Mutual Fund (Swan Defined Risk Growth Fund Class I) is managed by Swan Capital Management with $54.5M in net assets. SDAIX expense ratio is 1.43%, holding 13 positions across sectors including Financials. Inception date: 2018-12-27.

SDAIX performance shows a YTD return of 7.54%. The 1-year return is 14.44% and the 5-year return is 2.36%.

SDAIX 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 SDAIX holdings, SDAIX sectors, or SDAIX dividends.

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