SDRCX
Swan Defined Risk Fund Class C
$13.85
Swan Defined Risk Fund Class C (SDRCX)
The Swan Defined Risk Fund Class C (SDRCX) 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 allowing for potential growth. The fund primarily invests in a mix of equities and fixed income securities, with a focus on risk management and downside protection. This makes it a suitable option for investors looking for a balance between potential returns and risk management.
SDRCX Mutual Fund Chart & Stats
$13.85
At close: 4:00 PM EST- Previous Close
- $13.85
- Sub-Category
- Risk Management
- Total Liabilities
- $4.10M
- Expense Ratio
- 2.24%
- Holding Count
- 13
- Brand
- Northern Lights Fund Trust Iii
- Category
- Alternative
- Total Assets
- 594.09M
- Shares Outstanding
- N/A
- 52-Week Range
- $12.94 - $15.22
SDRCX Mutual Fund News
Top 10 Holdings
| Name | Weight % |
|---|---|
| IVViShares Core S&P 500 ETF | 59.40% |
| XLKTechnology Select Sector SPDR Fund | 13.98% |
| XLFFinancial Select Sector SPDR Fund | 4.00% |
| XLYConsumer Discretionary Select Sector SPDR Fund | 3.12% |
| XLVHealth Care Select Sector SPDR Fund | 3.08% |
| XLIIndustrial Select Sector SPDR Fund | 3.03% |
| XLCCommunication Services Select Sector SPDR Fund | 2.72% |
| XLPConsumer Staples Select Sector SPDR Fund | 1.57% |
| XLEEnergy Select Sector SPDR Fund | 1.04% |
| XLUUtilities Select Sector SPDR Fund | 0.74% |
| Total | 92.68% |
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