Mutual Funds

Swan Funds

Exchange Hours Website
9:30 - 15:59 ET swandefinedriskfunds.com


Native to Exchange Simulated by IB
 Basket
 Market *
Fund Symbol Initial Investment
Minimum1
Advisor Initial
Minimum1
Investment
Type
Load
Type
Share
Class
Transaction
Fee
SWAN DEFINED RISK A SDRAX USD 2,500 USD 0 Stock N/A A Yes
SWAN DEFINED RISK I SDRIX USD 100,000 USD 0 Stock N/A I Yes
SWAN DEFINED RISK EMERGING MARKETS A SDFAX USD 2,500 USD 0 Stock N/A A Yes
SWAN DEFINED RISK EMERGING MARKETS I SDFIX USD 100,000 USD 0 Stock N/A I Yes
SWAN DEFINED RISK US SMALL CAP I SDCIX USD 100,000 USD 0 N/A N/A I Yes
SWAN DEFINED RISK FOREIGN DEVELOPED I SDJIX USD 100,000 USD 0 N/A N/A I Yes
SWAN DEFINED RISK US SMALL CAP A SDCAX USD 2,500 USD 0 N/A N/A A Yes
SWAN DEFINED RISK FOREIGN DEVELOPED A SDJAX USD 2,500 USD 0 N/A N/A A Yes
SWAN RISK DEFINED GROWTH FUND SDAAX USD 2,500 USD 0 N/A N/A A Yes
SWAN DEFINED RISK GROWTH FUND SDAIX USD 100,000 USD 0 N/A N/A I Yes
SWAN DEFINED RISK FUND SDFYX USD 25,000,000 USD 0 N/A N/A Y Yes
SWAN DEFINED RISK EMERGING MARKETS FUND SDRYX USD 25,000,000 USD 0 N/A N/A Y Yes
SWAN DEFINED RISK FOREIGN FUND SDJYX USD 25,000,000 USD 0 N/A N/A Y Yes

Notes:

  1. Advisor minimums may be lower.