SDRCX Mutual Fund
SDRCX Mutual Fund
NAV$14.55
AUM$33M
TER2.25%
Holdings17
See how much of SDRCX you already own
SDRCX Mutual Fund
NAV$14.55
Swan Defined Risk Fund Class C
AUM$33M
TER2.25%
Holdings17
See how much of SDRCX you already own
SDRCX Mutual Fund Sector Allocation
SDRCX sector allocation breaks down across Financials (63.4%), Information Technology (9.8%), Consumer Discretionary (2.9%), Health Care (2.9%), Communication Services (2.8%). 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 63.4%, the fund has significant sector concentration.
SDRCX by country shows geographic exposure. SDRCX overlap reveals how sector exposure compares with other funds.