SDRAX Mutual Fund (Swan Defined Risk Fund Class A) is managed by Swan Capital Management with $134.0M in net assets. SDRAX expense ratio is 1.50%, holding 23 positions across sectors including Financials, Information Technology, Other. Inception date: 2012-07-30.

SDRAX performance shows a YTD return of 5.41%. The 1-year return is 13.52% and the 5-year return is 5.10%. SDRAX dividend yield stands at 10.12%, paid annually.

SDRAX top holdings include Ishares Core S&p 500 ETF (60.7%), Technology Select Sector Spdr (9.9%), Spx Us 12/17/27 P7250 (4.6%), Spx Us 12/17/27 P7350 (4.5%), Financial Select Sector Spdr F (3.8%). View all SDRAX holdings, sector breakdown, or dividend history.

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