SDRIX Mutual Fund
SDRIX Mutual Fund
NAV$15.87
AUM$414M
TER1.25%
Holdings17
See how much of SDRIX you already own
SDRIX Mutual Fund
NAV$15.87
Swan Defined Risk Fund Class I
AUM$414M
TER1.25%
Holdings17
See how much of SDRIX you already own
SDRIX Mutual Fund Sector Allocation
SDRIX 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.
SDRIX sector exposure is important for understanding concentration risk. With Financials at 63.8%, the fund has significant sector concentration.
SDRIX by country shows geographic exposure. SDRIX overlap reveals how sector exposure compares with other funds.