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Swan Defined Risk Growth Fund (SDAIX) Diversifiers

Mutual Fund · Currency in USD · Last updated Jun 4, 2026

The investment seeks long term capital appreciation. The fund seeks to achieve its investment objective by investing directly, or indirectly in: capitalization-weighted U.S. large capitalization exchange-traded funds ("ETFs") that invest in equity securities that are represented in the S&P 500 Index, exchange-traded long-term put options on the S&P 500 Index for hedging purposes, and exchange-traded put and call options on various equity indices to generate additional returns.

Looking to diversify beyond SDAIX? The mutual funds below have the lowest correlation with SDAIX — they tend to move on their own, which can help reduce risk when the rest of your portfolio drops. The stock ideas table highlights individual companies that behave independently from SDAIX.

Best Diversifiers for SDAIX

1 mutual funds have low correlation with SDAIX (below 0.3), 0 of which are negatively correlated. The least correlated is Princeton Premium Fund (PPFIX) (Options Trading) with a 1Y correlation of 0.20, roughly unchanged from 0.18 over 5 years.

SymbolNameCorrelation 1YCorrelation 3YCorrelation 5YRisk / Return RankCategoryCompare
PPFIX
Princeton Premium Fund0.200.150.18
100
Options TradingSDAIX vs PPFIX
HRSTX
Rational Tactical Return Fund0.540.380.26
83
Options TradingSDAIX vs HRSTX
GTEYX
Gateway Fund Class Y Shares0.740.760.86
76
Options TradingSDAIX vs GTEYX
GCPYX
Gateway Equity Call Premium Fund0.740.770.86
86
Options TradingSDAIX vs GCPYX
GATEX
Gateway Fund0.750.770.86
75
Options TradingSDAIX vs GATEX
See all 19 diversifiers for SDAIX

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Diversification Analysis

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