Exchange Hours | Website |
---|---|
9:30 - 15:59 ET | swandefinedriskfunds.com |
Fund | Symbol | Initial Investment Minimum1 |
Advisor Initial Minimum1 |
Investment Type |
Load Type |
Share Class |
Transaction Fee |
---|---|---|---|---|---|---|---|
SWAN DEFINED RISK A | SDRAX | USD 2,500 | USD 0 | N/A | Front-End Load | CLASS A | No |
SWAN DEFINED RISK I | SDRIX | USD 100,000 | USD 0 | N/A | No Load | CLASS I | Yes |
SWAN DEFINED RISK EMERGING MARKETS A | SDFAX | USD 2,500 | USD 0 | N/A | Front-End Load | CLASS A | No |
SWAN DEFINED RISK EMERGING MARKETS I | SDFIX | USD 100,000 | USD 0 | N/A | No Load | CLASS I | Yes |
SWAN DEFINED RISK US SMALL CAP I | SDCIX | USD 100,000 | USD 0 | N/A | No Load | CLASS I | Yes |
SWAN DEFINED RISK FOREIGN DEVELOPED I | SDJIX | USD 100,000 | USD 0 | N/A | No Load | CLASS I | Yes |
SWAN DEFINED RISK US SMALL CAP A | SDCAX | USD 2,500 | USD 0 | N/A | Front-End Load | CLASS A | No |
SWAN DEFINED RISK FOREIGN DEVELOPED A | SDJAX | USD 2,500 | USD 0 | N/A | Front-End Load | CLASS A | No |
SWAN DEFINED RISK GROWTH A | SDAAX | USD 2,500 | USD 0 | N/A | Front-End Load | CLASS A | No |
SWAN DEFINED RISK GROWTH I | SDAIX | USD 100,000 | USD 0 | N/A | No Load | CLASS I | Yes |
Notes:
Interactive Brokers Canada Inc. is a member of the Canadian Investment Regulatory Organization (CIRO) and Member - Canadian Investor Protection Fund. Know Your Advisor: View the CIRO AdvisorReport. Trading of securities and derivatives may involve a high degree of risk and investors should be prepared for the risk of losing their entire investment and losing further amounts. Using borrowed money to finance the purchase of securities involves greater risk than using cash resources only. If you borrow money to purchase securities, your responsibility to repay the loan and pay interest as required by its terms remains the same even if the value of the securities purchased declines. Interactive Brokers Canada Inc. is an order execution-only dealer and does not provide investment advice or recommendations regarding the purchase or sale of any securities or derivatives. Our registered office is located at 1800 McGill College Avenue, Suite 2106, Montreal, Quebec, H3A 3J6, Canada.
Know Your Advisor: View the CIRO AdvisorReport