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 FUND SDRAX USD 2,500 USD 0 Stock N/A A Yes
SWAN DEFINED RISK FUND SDRIX USD 100,000 USD 0 Stock N/A I Yes
SWAN DEFINED RISK EMERGING MARKETS SDFAX USD 2,500 USD 0 Stock N/A A Yes
SWAN DEFINED RISK EMERGING MARKETS SDFIX USD 100,000 USD 0 Stock N/A I Yes
SWAN DEFINED RISK US SMALL CAP SDCIX USD 100,000 USD 0 Equity N/A I Yes
SWAN DEFINED RISK FOREIGN DEVELOPED FUND SDJIX USD 100,000 USD 0 Equity N/A I Yes
SWAN DEFINED RISK US SMALL CAP SDCAX USD 2,500 USD 0 Equity N/A A Yes
SWAN DEFINED RISK FOREIGN DEVELOPED FUND SDJAX USD 2,500 USD 0 Equity N/A A Yes

Notes:

  1. Advisor minimums may be lower.