SDRIX Mutual Fund
SDRIX Mutual Fund
NAV$15.93
AUM$414M
TER1.25%
Holdings17
SDRIX Mutual Fund
NAV$15.93
Swan Defined Risk Fund Class I
AUM$414M
TER1.25%
Holdings17
SDRIX Mutual Fund Sector Allocation
SDRIX 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.
SDRIX sector exposure is important for understanding concentration risk. With Financials at 63.4%, the fund has significant sector concentration.
SDRIX geographic allocation shows country exposure. SDRIX overlap calculator reveals how sector exposure compares with other funds.