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Swan Funds

Swan is a company that sells mutual funds with $1,499M in assets under management. The average expense ratio from all mutual funds is 1.65%. 68.75% of all the mutual funds are no load funds. The oldest fund launched was in 2012. The average manager tenure for all managers at Swan is 4.53 years. The company offers investors 6 mutual funds, in terms of the number of individual fund symbols. About this page + View less

Swan is a company that sells mutual funds with $1,499M in assets under management. The average expense ratio from all mutual funds is 1.65%. 68.75% of all the mutual funds are no load... Swan is a company that sells mutual funds with $1,499M in assets under management. The average expense ratio from all mutual funds is 1.65%. 68.75% of all the mutual funds are no load funds. The oldest fund launched was in 2012. The average manager tenure for all managers at Swan is 4.53 years. The company offers investors 6 mutual funds, in terms of the number of individual fund symbols. View more View less

Swan Funds

Overview

Income Profile

Income Risk

Returns Profile

Allocations

Expenses

About

$15.83

+0.83%

$1.15 B

0.29%

$0.05

15.29%

1.27%

$16.08

+1.07%

$100.30 M

0.08%

$0.01

19.73%

1.43%

$15.56

+1.17%

$40.37 M

0.00%

$0.00

9.35%

1.62%

$9.62

+0.63%

$33.47 M

1.54%

$0.15

-1.54%

1.65%

$10.95

+0.92%

$33.01 M

0.22%

$0.02

1.96%

1.78%

Swan ETFs

Overview

Income Profile

Income Risk

Returns Profile

Allocations

Expenses

About

$19.10

-0.42%

$145.08 M

0.00%

-

14.51%

0.87%

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