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Morningstar

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 Funds List

Share Class Type

1 to 15 of 15 Results

Name
Ticker
Morningstar Category
Morningstar Rating for Funds
Overall
Morningstar Sustainability Rating
Total Return
YTD
Total Return Rank in Category
YTD
Adjusted Expense Ratio
Fee Level
Distribution
Share Class Type
Minimum Initial Investment
Swan Defined Risk ASDRAXOptions Trading3.44%851.530%AverageFront Load$2,500
Swan Defined Risk CSDRCXOptions Trading2.78%882.280%AverageLevel Load$2,500
Swan Defined Risk Growth ASDAAXOptions Trading5.79%361.760%Above AverageFront Load$2,500
Swan Defined Risk Growth CSDACXOptions Trading5.57%402.510%Above AverageLevel Load$2,500
Swan Defined Risk Growth ISDAIXOptions Trading5.47%361.510%Above AverageInstitutional$100,000
Swan Defined Risk ISDRIXOptions Trading3.56%751.280%Above AverageInstitutional$100,000
Swan Defined Risk Foreign ASDJAXOptions Trading3.31%851.950%HighFront Load$2,500
Swan Defined Risk Foreign CSDJCXOptions Trading2.33%892.700%HighLevel Load$2,500
Swan Defined Risk Foreign ISDJIXOptions Trading3.30%871.700%HighInstitutional$100,000
Swan Defined Risk US Small Cap ISDCIXOptions Trading−0.15%1001.570%HighInstitutional$100,000
Swan Defined Risk Emerging Markets ASDFAXOptions Trading1.78%921.750%Above AverageFront Load$2,500
Swan Defined Risk Emerging Markets CSDFCXOptions Trading1.50%972.500%Above AverageLevel Load$2,500
Swan Defined Risk Emerging Markets ISDFIXOptions Trading1.89%951.500%Above AverageInstitutional$100,000
Swan Defined Risk US Small Cap ASDCAXOptions Trading−0.23%1001.820%HighFront Load$2,500
Swan Defined Risk US Small Cap CSDCCXOptions Trading−0.40%1002.570%HighLevel 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

    A category is a way to group investments based on similar risk, return, and behavior profiles.

  • Morningstar Medalist Rating for Funds

    The Morningstar Medalist Rating for funds is a five-tier system used to analyze how fees will impact different securities in the long term.

  • Morningstar Rating™ for Funds

    The Morningstar Rating for Funds, often referred to as the Star Rating, measures a fund’s past performance compared to similar funds on a risk-adjusted basis.

  • Percentile Rank

    Percentile rank is how an investment’s return, risk, or other metric compares with other investments in its Morningstar Category.

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