SDAIX Mutual Fund (Swan Defined Risk Growth Fund Class I) is managed by Swan Capital Management with $56.2M in net assets. SDAIX expense ratio is 1.43%, holding 13 positions across sectors including Financials, Other. Inception date: 2018-12-27.

SDAIX performance shows a YTD return of 4.40%. The 1-year return is 15.99% and the 5-year return is 3.03%.

SDAIX top holdings include Ishares Core S&p 500 ETF (89.0%), Spx Us 12/17/27 P7050 (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 SDAIX holdings, sector breakdown, or dividend history.

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