Swan Defined is trading at 13.65 as of the 28th of November 2024; that is 0.29 percent down since the beginning of the trading day. The fund's open price was 13.69. Swan Defined has less than a 18 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. Equity ratings for Swan Defined Risk are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 30th of August 2024 and ending today, the 28th of November 2024. Click here to learn more.
The fund seeks to achieve its investment objective by investing directly, or indirectly in capitalization-weighted U.S. large capitalization exchange-traded funds that invest in equity securities that are represented in the SP 500 Index, exchange-traded long-term put options on the SP 500 Index for hedging purposes, and exchange-traded put and call options on various equity indices to generate additional returns.. More on Swan Defined Risk
Swan Defined Risk [SDACX] is traded in USA and was established 28th of November 2024. Swan Defined is listed under Swan category by Fama And French industry classification. The fund is listed under Options Trading category and is part of Swan family. This fund at this time has accumulated 10.42 M in assets with no minimum investment requirementsSwan Defined Risk is currently producing year-to-date (YTD) return of 16.64%, while the total return for the last 3 years was 3.2%.
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Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Swan Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Swan Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Swan Defined Risk Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Other Information on Investing in Swan Mutual Fund
Swan Defined financial ratios help investors to determine whether Swan Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Swan with respect to the benefits of owning Swan Defined security.