SWANX Fund Portfolio Allocation
General Overview
To pursue its investment objective, the fund invests primarily in U.S. stocks. Under normal circumstances, it pursues its goal by investing at least 80% of its net assets (including, for this purpose, any borrowings for investment purposes) in equity securities of U.S. companies. The fund may invest in derivatives, principally futures contracts, primarily to seek returns on the fund's otherwise uninvested cash assets. It may invest in exchange-traded funds (ETFs) and stocks of real estate investment trusts (REITs).
Sector & Industry | Financial Services / Asset Management |
IPO date | June 28, 1996 |
SWANX Latest News
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Other Identifiers | |
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CIK | 0000904333 |
ISIN | |
CUSIP |
Open | 24.51 |
Previous Close | 24.49 |
Volume | 0 |
Average Volume | 0 |
Day’s Range | 24.51 – 24.51 |
52 Week Range | 19.74-26.07 |
MA (50) | 23.372 |
MA (200) | 23.65865 |
Market Cap | 2.44 Bil. |
Shares Out. | 99.75 Mil. |
Earnings Date | |
Beta | |
Last Dividend | |
EPS | |
PE | |