Swan Defined Mutual Fund Money Managers
SDRCX Fund | USD 14.79 0.09 0.61% |
Break down of Swan Defined's management performance can provide insight into the fund's overall performance. Note that fund manager's attribution analysis is becoming a valuable factor that both investors and analysts use to determine the amount of risk that may be associated with Swan Defined's future under-performance.
Swan |
Symbol | SDRCX |
Name | Swan Defined Risk |
Type | Mutual Fund |
Country | United States |
Exchange | NMFQS |
Information on Swan Defined Risk Leadership is currently not available.
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Swan Defined Net Asset Comparison
Swan Defined Risk is rated top fund in net asset among similar funds. Total Asset Under Management (AUM) of Options Trading category is currently estimated at about 4.26 Billion. Swan Defined retains roughly 808.6 Million in net asset claiming about 19% of funds under Options Trading category.
Swan Defined Risk Benchmark Summation
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The output start index for this execution was zero with a total number of output elements of sixty-one. Swan Defined Risk Price Series Summation is a cross summation of Swan Defined price series and its benchmark/peer.
About Swan Defined Management Performance
The success or failure of an entity such as Swan Defined Risk often depends on how effective the management is. Swan Defined management team is responsible for propelling the future growth in the right direction and administering and controlling the business activities and accounting for the results. Ineffective management usually contributes to failure in the company's future performance for all stakeholders equally, but most importantly, for investors. So it is important to measure the effectiveness of Swan management before purchasing its stock. In many ways, it's all about finding the answer to one important question - Are they doing the right thing right now? How would we assess whether the Swan management is utilizing all available resources in the best possible way? Also, how well is the company doing relative to others in its sector and the market as a whole? The answer can be found by analyzing a few important fundamental indicators such as return on assets and return on equity.
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.
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
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.
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