Category
A category is a way to group investments based on similar risk, return, and behavior profiles.
Swan Wealth Advisors Mutual Funds
View all of Swan Wealth Advisors’s mutual funds and start searching for your next investment.
Below are pre-screened investment lists to kickstart the process.
All lists can be further sorted by data points such as Morningstar Ratings, Total Return Rankings, Fee Level Rating and Morningstar Category.
Swan Wealth Advisors Mutual Funds List
1 to 6 of 6 Results
|
Name
|
Ticker
|
Morningstar Category
|
Morningstar Rating for Funds
Overall
|
Portfolio ESG Risk Rating
|
Total Return
YTD
|
Total Return Rank in Category (Day End)
YTD, Day End
|
Adjusted Expense Ratio
|
Fee Level
Distribution
|
Share Class Type
|
Minimum Initial Investment
|
|---|---|---|---|---|---|---|---|---|---|---|
| Swan Defined Risk Growth Fund Class I Shares | SDAIX | Equity Hedged | 7.99% | 53 | 1.430% | Above Average | Institutional | $100,000 | ||
| Swan Defined Risk Fund Class I Shares | SDRIX | Equity Hedged | 6.97% | 65 | 1.250% | Average | Institutional | $100,000 | ||
| Swan Defined Risk Growth Fund Class C Shares | SDACX | Equity Hedged | 7.22% | 61 | 2.430% | Above Average | Level Load | $2,500 | ||
| Swan Defined Risk Fund Class A Shares | SDRAX | Equity Hedged | 6.72% | 67 | 1.500% | Average | Front Load | $2,500 | ||
| Swan Defined Risk Growth Fund Class A Shares | SDAAX | Equity Hedged | 7.74% | 55 | 1.680% | Above Average | Front Load | $2,500 | ||
| Swan Defined Risk Fund Class C Shares | SDRCX | Equity Hedged | 6.20% | 72 | 2.250% | Average | Level Load | $2,500 |
Swan Wealth Advisors Funds - Default List Criteria
This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.
Quick Definitions: Key Morningstar Terms
Category
Morningstar Medalist Rating for Funds
Morningstar Rating™ for Funds
Percentile Rank
United States