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Mutual Funds

Swan Funds

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


Native to Exchange Simulated by IB
 Basket
 Market *
Fund Symbol Investment
Type
Large
Notify
Initial Investment
Minimum1
Load
Type
Share
Class
Transaction
Fee
SWAN DEFINED RISK A SDRAX Stock USD 1,000,000,000 USD 2,500 N/A A Yes
SWAN DEFINED RISK I SDRIX Stock USD 1,000,000,000 USD 100,000 N/A I Yes
SWAN DEFINED RISK EMERGING MARKETS A SDFAX Stock USD 1,000,000 USD 2,500 N/A A Yes
SWAN DEFINED RISK EMERGING MARKETS I SDFIX Stock USD 1,000,000 USD 100,000 N/A I Yes
SWAN DEFINED RISK US SMALL CAP I SDCIX Equity USD 5,000,000 USD 100,000 N/A I Yes
SWAN DEFINED RISK FOREIGN DEVELOPED I SDJIX Equity USD 5,000,000 USD 100,000 N/A I Yes
SWAN DEFINED RISK US SMALL CAP A SDCAX Equity USD 5,000,000 USD 2,500 N/A A Yes
SWAN DEFINED RISK FOREIGN DEVELOPED A SDJAX Equity USD 5,000,000 USD 2,500 N/A A Yes

Notes:

  1. Advisor minimums may be lower.