SDRAX Mutual Fund

SDRAX Mutual Fund (Swan Defined Risk Fund Class A) is managed by Swan Capital Management with $135.6M 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 4.59%. The 1-year return is 11.59% and the 5-year return is 5.76%. SDRAX dividend yield stands at 10.20%, 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%), Spx Us 12/17/27 P7250 (5.7%), Financial Select Sector Spdr F (3.7%). Go to all SDRAX holdings, SDRAX sectors, or SDRAX dividends.

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