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Swan Defined Risk Fund Class C Shares (SDRCX)

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14.91 +0.03 +0.20%

22/11 - Closed. Currency in USD

Morningstar Rating:
Total Assets: 80.36M

Type: Fund

Market: United States

Issuer: Swan

Asset Class: Other

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SDRCX Overview

Find basic information about the Swan Defined Risk Fund Class C Shares mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add SDRCX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.

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Rating

1-Year Change2.83%

Prev. Close14.88

Risk Rating

TTM Yield0%

ROE32.53%

IssuerSwan

Turnover12%

ROA15.05%

Inception Date41200

Total Assets80.36M

Expenses2.21%

Min. Investment2,500

Market Cap276.7B

CategoryOptions Trading

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Swan Defined Risk Fund Class C Shares Analysis

Oil’s Iran Cliffhanger: What To Know And What To Expect By Barani Krishnan - Aug 17, 2022 31

EU attempting to revive Iran nuclear deal with market staying pessimistic Crude prices could rebound from oversold conditions but stay off 2022 highs Both Iran, US likely...

Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1097	1034	1163	1068	1306	1432
Fund Return	9.7%	3.4%	16.27%	2.23%	5.48%	3.66%
Place in category	95	41	105	94	73	31
% in Category	55	15	61	61	62	62

Top Other Funds by Swan

	Name	Rating	Total Assets	YTD%	3Y%	10Y%
	Swan Defined Risk I		514.79M	10.68	3.23	4.69
	Swan Defined Risk A		115.47M	10.39	3.01	4.43

Top Funds for Options Trading Category

Name	Total Assets	YTD%	3Y%	10Y%
JPMorgan Hedged Equity Select	16.86B	16.27	8.02	8.45
Gateway Y	5.74B	12.95	4.90	5.71
JPMorgan Hedged Equity Fund Class 6	2.4B	16.56	8.29	8.72
JPMorgan Hedged Equity A	1.48B	16.04	7.75	8.18
Gateway A	694.5M	12.73	4.65	5.46

Top Holdings

Name	ISIN	Weight %	Last	Change %
ishares S&P 500	US4642872000	49.99	598.45	+0.33%
Technology Select Sector SPDR	US81369Y8030	14.66	233.60	+0.05%
Financial Select Sector SPDR	US81369Y6059	5.65	50.73	+1.12%
Health Care Select Sector SPDR	US81369Y2090	5.38	144.16	+0.09%
Consumer Discretionary Select Sector SPDR	US81369Y4070	4.53	218.10	+1.44%

Technical Summary

Type	Daily	Weekly	Monthly
Moving Averages	Buy	Buy	Buy
Technical Indicators	Strong Buy	Strong Buy	Strong Buy
Summary	Strong Buy	Strong Buy	Strong Buy

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Swan Defined Risk.	14.91	+0.03	+0.20%