Swan Capital Management - Asset Management Company | Morningstar

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Swan Capital Management Investments

Exchange-Traded Funds

See All Swan Capital Management ETFs

Market

US ETFs

Total Net Assets

3.81 Mil

Investment Flows (TTM)

1.27 Mil

# of Share Classes

1

Morningstar Rating	# of Share Classes
	0
	0
	0
	0
	0
Not Rated	1
		0% 50 100

Name	Morningstar Rating Overall	5-Year Category Rank
Swan Enhanced Dividend Income ETF	—	—

View All 5-Star Standouts

Morningstar Mentions

Positioning a Portfolio in Early Retirement

Christine Benz Nov 10, 2022

A frugal couple assesses their portfolio in the midst of volatility and a transition to true retirement.

4 Undervalued Dividend Stocks

David Harrell May 10, 2023

These stocks all offer high yields—and sustainable dividends—and are trading at sale prices.

Quick Definitions: Key Morningstar Terms

Category

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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.

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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.

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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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