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SDJCX Swan Defined Risk Foreign Developed C

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Fund SDJCX Swan Defined Risk Foreign Developed C NOVIX Glenmede International Secured Opts  
100% 90%
Annual Fees
(2.70% Exp. Ratio)
(0.89% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.25% annual return
$20,430.71 $35,515.88
Est. savings over 30 yrs +$15,085.17
As of 12/31/16
1 YR RETURN -0.67%
3 YR --
5 YR --
10 YR --
1 YR RETURN 0.25%
3 YR -1.87%
5 YR --
10 YR --
The investment seeks income and growth of capital. The fund primarily invests directly or indirectly through ETFs in: equity securities of large capitalization companies in foreign developed markets, including American depository receipts; exchange-traded long-term put options on U.S. exchanges for hedging purposes, and buying and selling exchange-traded put and call options on various ETFs and foreign equity indices to generate additional returns. It will invest at least 80% of its assets (defined as net assets plus any borrowing for investment purposes) in securities economically tied to developed countries outside the U.S.
The investment seeks long-term capital appreciation and option premiums consistent with reasonable risk to principal. Under normal market circumstances, the Portfolio uses option writing strategies in an effort to obtain option premiums and reduce risk. The Portfolio will implement buy-write (covered call) and/or cash-secured put option strategies on foreign stock index exchange traded funds ("ETFs"), foreign stock indices and/or individual foreign stocks held by the Portfolio.

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

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