SDRCX Mutual Fund

SDRCX Mutual Fund (Swan Defined Risk Fund Class C) is managed by Swan Capital Management with $29.5M in net assets. SDRCX expense ratio is 2.25%, holding 17 positions across sectors including Financials, Information Technology, Consumer Discretionary. Inception date: 2012-10-18.

SDRCX performance shows a YTD return of 5.24%. The 1-year return is 7.25% and the 5-year return is 6.07%.

SDRCX top holdings include Ishares Core S&p 500 ETF (59.4%), Technology Select Sector Spdr (14.0%), Financial Select Sector Spdr F (4.0%), Consumer Discretionary Select (3.1%), Health Care Select Sector (3.1%). Go to all SDRCX holdings, SDRCX sectors, or SDRCX dividends.

SDRCX can be compared against other funds. Use SDRCX overlap to find shared positions, or SDRCX vs another fund for a side-by-side view. SDRCX alternatives are available via the screener, along with tax-loss harvesting opportunities.