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Swan Defined Risk Fund

SDRCX:US
NASDAQ GM
12.30
USD
0.05
0.40%
As of 2/21/2018
Fund Type
Open-End Fund
52Wk Range
11.79 - 13.00
1 Yr Return
3.62%
YTD Return
-3.91%
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Previous Close
12.35
52Wk Range
11.79 - 13.00
1 Yr Return
3.54%
YTD Return
-3.91%
Fund Type
Open-End Fund
Objective
Long Biased
Asset Class Focus
Alternative
Geographic Focus
U.S.
NAV (on 02/21/2018)
12.3
Total Assets (b USD) (on 02/22/2018)
3.147
Inception Date
10/18/2012
Last Dividend (on 12/23/2016)
0.0759
Dividend Indicated Gross Yield
-
Fund Managers
RANDALL WILLIAM SWAN "RANDY" / ROBERT BRADLEY SWAN "ROB"
Front Load Fee
0.00%
Back Load Fee
0.00%
Redemption Fee
0.00%
12b-1 Fee
1.00%
Current Mgmt Fee
1.00%
Expense Ratio
2.30%
Profile
Swan Defined Risk Fund is an open-end fund incorporated in the USA. The Fund seeks income and growth of capital. The Fund invests in ETFs that invest in equity securities that are represented in the S&P 500 Index or the 9 individual sectors of the S&P 500 Index.
Address
Swan Capital Management Inc
277 E Third Avenue
Unit A
Durango, CO 81301
Phone
-
Website
-