Swan Defined is trading at 14.79 as of the 4th of January 2026; that is 0.14 percent up since the beginning of the trading day. The fund's open price was 14.77. Swan Defined has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 5th of December 2025 and ending today, the 4th of January 2026. Click here to learn more.
The fund seeks to achieve its investment objective by investing directly, or indirectly through exchange traded funds , 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 buying and selling exchange-traded put and call options on various equity indices to generate additional returns.. More on Swan Defined Risk
Swan Defined Risk [SDRIX] is traded in USA and was established 4th of January 2026. 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 649.55 M in assets with minimum initial investment of 100 K. Swan Defined Risk is currently producing year-to-date (YTD) return of 4.41% with the current yeild of 0.0%, while the total return for the last 3 years was 8.81%.
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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.