Fund Documents
Fact Sheets
Defined Risk Fund Fact Sheet
Defined Risk U.S. Small Cap Fact Sheet
Defined Risk Foreign Developed Fact Sheet
Defined Risk Emerging Markets Fact Sheet
2016 Fund Distribution Notice
Prospectus
* Combined Funds Prospectus
* Summary Prospectus – Defined Risk Fund
* Swan Defined Risk Fund – C Class Sticker
* Summary Prospectus – U.S. Small Cap Fund
* Swan Defined Risk U.S. Small Cap Fund – C Class Sticker
* Summary Prospectus – Foreign Developed Fund
* Swan Defined Risk Foreign Developed Fund – C Class Sticker
* Summary Prospectus – Emerging Markets Fund
* Swan Defined Risk Emerging Markets Fund – C Class Sticker
* Statement of Additional Information
Forms & Applications
Account Form
IRA Application Form
Roth Disclosure
IRA Distribution Withholding Form
IRA Transfer of Asset Form
Education Savings Account Form
SIMPLE IRA Custodial Account Adoption Form
Non-Qualified Transfer of Assets Form
Redemption Request Form
Annual Reports
Annual Report
Semi-Annual Report