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SDRIX
Swan Defined Risk Fund Class I
Analysis
Holdings
Dividends
Technical Analysis
Performance
Similar Mutual Funds

SDRIX Mutual Fund Price & Analysis

The Swan Defined Risk Fund Class I (SDRIX) is a mutual fund that aims to provide investors with a defined level of risk management. This fund utilizes a strategy known as the Swan Defined Risk Strategy, which seeks to protect against market downturns while still participating in potential market gains. The fund primarily invests in a mix of equity and fixed income securities, with a focus on risk management and downside protection. With a ticker symbol of SDRIX, this mutual fund is suitable for investors looking for a balanced approach to investing with a defined level of risk.

SDRIX Mutual Fund Chart & Stats

Previous Close$15.86
Sub-CategoryRisk Management
Total Liabilities16.67M
Last Dividend Ex-Date
Dec 27, 2023
Expense Ratio1.27%
Holding Count13
Brandnorthern lights fund trust iii
Dividend Yield
0.05 (0.31%)
CategoryAlternative
Total Assets730.41M
Shares OutstandingN/A
52-Week Range$13.88 - $16.00

SDRIX Mutual Fund News

Technology Select Sector SPDR: Pivot points
PremiumThe Fly
Technology Select Sector SPDR: Pivot points
1d ago
XLK
Financial Select Sector: Pivot points
PremiumThe Fly
Financial Select Sector: Pivot points
1d ago
XLF
Health Care Select Sector SPDR: Pivot points
PremiumThe Fly
Health Care Select Sector SPDR: Pivot points
1d ago
XLV
Consumer Staples Sector SPDR: Pivot points
PremiumThe Fly
Consumer Staples Sector SPDR: Pivot points
1d ago
XLP

Top 10 Holdings

Name
Weight %
IVV
iShares Core S&P 500 ETF
49.99%
XLK
Technology Select Sector SPDR Fund
14.66%
XLF
Financial Select Sector SPDR Fund
5.65%
XLV
Health Care Select Sector SPDR Fund
5.38%
XLY
Consumer Discretionary Select Sector SPDR Fund
4.53%
XLC
Communication Services Select Sector SPDR Fund
4.22%
XLI
Industrial Select Sector SPDR Fund
3.74%
XLP
Consumer Staples Select Sector SPDR Fund
2.64%
USD_CASH
First American Funds Inc.
1.80%
XLE
Energy Select Sector SPDR Fund
1.67%
Total94.27%
Go to Holdings >

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