Swan Defined Risk Fund

U.S. News evaluated 107 Long/Short Equity Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 10.76 percent over the past year.

Trailing Returns Updated 02.28.2014
Year to date -0.1%
1 Year 10.8%
3 Years (Annualized) N/A
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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Summary

The investment seeks income and growth of capital. The fund invests primarily in exchange-traded funds ("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, which are commonly known as a "SPDR" (short for Standard & Poor's Depositary Receipts). It invests primarily in equity securities of large capitalization (over $5 billion) US companies through ETFs. However, the fund may have small investments in equity securities of smaller and foreign companies through sector-based or S&P 500 Index ETFs.

Fees

Fees are High compared to funds in the same category.
Swan Defined Risk Fund has an expense ratio of 2.34 percent.

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Risk

Risk is N/A compared to funds in the same category according to Morningstar.

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See Also:

Top Swan Funds