SDRAX Mutual Fund
SDRAX Mutual Fund
NAV$15.58
AUM$131M
TER1.50%
Holdings17
See how much of SDRAX you already own
SDRAX Mutual Fund
NAV$15.58
Swan Defined Risk Fund Class A
AUM$131M
TER1.50%
Holdings17
See how much of SDRAX you already own
SDRAX Mutual Fund Sector Allocation
SDRAX sector allocation breaks down across Financials (63.8%), Information Technology (14.0%), Consumer Discretionary (3.1%), Health Care (3.1%), Industrials (3.0%). Across 17 holdings, this breakdown reveals the mutual fund's investment focus and diversification.
SDRAX sector exposure is important for understanding concentration risk. With Financials at 63.8%, the fund has significant sector concentration.
SDRAX by country shows geographic exposure. SDRAX overlap reveals how sector exposure compares with other funds.