SDACX Mutual Fund (Swan Defined Risk Growth Fund Class C) is managed by Swan Capital Management with $1.3M in net assets. SDACX expense ratio is 2.43%, holding 13 positions across sectors including Financials, Other. Inception date: 2018-12-27.

SDACX performance shows a YTD return of 3.84%. The 1-year return is 14.76% and the 5-year return is 7.32%.

SDACX top holdings include Ishares Core S&p 500 ETF (89.0%), Liberty Interactive Llc 8.25% 2/1/2030 (4.2%), Spx Us 12/17/27 C7500 (3.5%), Spx Us 12/17/27 P6900 (3.3%), First American Government Obligations Fund (1.8%). View all SDACX holdings, sector breakdown, or dividend history.

SDACX can be compared against other funds using the overlap calculator or side-by-side comparison tool. SDACX alternatives are available via the screener, along with tax-loss harvesting opportunities.