SDRCX Mutual Fund
SDRCX Mutual Fund
NAV$14.39
AUM$31M
TER2.25%
Holdings17
See how much of SDRCX you already own
SDRCX Mutual Fund
NAV$14.39
Swan Defined Risk Fund Class C
AUM$31M
TER2.25%
Holdings17
See how much of SDRCX you already own
SDRCX Mutual Fund Sector Allocation
SDRCX 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.
SDRCX sector exposure is important for understanding concentration risk. With Financials at 63.8%, the fund has significant sector concentration.
SDRCX by country shows geographic exposure. SDRCX overlap reveals how sector exposure compares with other funds.