Swan Defined Risk Fund Class A Shares
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NASDAQ
Rating
Reward
Risk
Fund Information
Fund Type
Category
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Prospectus Objective
Inception Date
Open/Closed to New Investors
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Asset Allocation
Cash
Stock
U.S. Stock
Non U.S. Stock
Bond
U.S. Bond
Non-U.S. Bond
Preferred
Convertible
Other
Services Offered
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Performance
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NAV
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Company Information
Provider
Swan
Manager/Tenure
(Years)
(Years)
Randy Swan (12), Robert P. Swan (8), Christopher Hausman (6)
Address
1099 Main Avenue, Suite 206
Durango CO - 81301
Durango CO - 81301
Country
United States
Phone Number
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Investment Strategy
The investment seeks long term capital appreciation. The fund seeks to achieve its investment objective by investing directly, or indirectly through exchange traded funds ("ETFs"), in equity securities that are represented in the S&P 500 Index, exchange-traded long-term put options on the S&P 500 Index for hedging purposes, and buying and selling exchange-traded put and call options on various equity indices to generate additional returns.