Unlock stock picks and a broker-level newsfeed that powers Wall Street.

Nasdaq - Delayed Quote USD

Northern Lights Fund Trust III - Swan Defined Risk Foreign Fund (SDJIX)

8.97
0.00
(0.00%)
As of March 6 at 8:01:49 PM EST. Market Open.
Loading Chart for SDJIX
  • Previous Close 8.97
  • YTD Return 4.24%
  • Expense Ratio 1.71%
  • Category Options Trading
  • Last Cap Gain 6.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 4.72M
  • Beta (5Y Monthly) 0.53
  • Yield 1.88%
  • 5y Average Return --
  • Holdings Turnover 8.00%
  • Last Dividend 0.19
  • Inception Date Dec 29, 2015

The fund seeks to achieve its investment objective by primarily investing directly, or indirectly through ETFs, in: foreign equity securities including ADRs of any market capitalization, exchange-traded long-term put options on U.S. exchanges for hedging purposes, and buying and selling exchange-traded put and call options on various ETFs and foreign equity indices to generate additional returns.

Swan

Fund Family

Options Trading

Fund Category

4.72M

Net Assets

2015-12-29

Inception Date

Performance Overview: SDJIX

View More

Trailing returns as of 2/28/2025. Category is Options Trading.

YTD Return

SDJIX
4.24%
Category
6.64%
 

1-Year Return

SDJIX
2.90%
Category
16.67%
 

3-Year Return

SDJIX
3.04%
Category
6.96%
 

5-Year Return

SDJIX
4.68%
Category
6.01%
 

People Also Watch

Holdings: SDJIX

View More

Sector Weightings

SectorSDJIX
Industrials   17.45%
Healthcare   12.72%
Technology   9.98%
Energy   3.54%
Utilities   3.07%
Real Estate   2.11%

Recent News: SDJIX

View More

Research Reports: SDJIX

View More

Top Mutual Funds