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Morningstar

Swan Wealth Advisors

Swan Wealth Advisors Investments

Mutual Funds

See All Swan Wealth Advisors Funds

Market

US Open-end ex MM ex FoF ex Feeder

# of Share Classes

15
Morningstar Rating # of Share Classes
0
2
4
5
4
Not Rated 0
Name
Morningstar Rating Overall
5-Year Category Rank
Swan Defined Risk Growth A29
Swan Defined Risk Growth I22
Swan Defined Risk A67
Swan Defined Risk I66
Swan Defined Risk Growth C40
View All 5-Star Standouts

Exchange-Traded Funds

See All Swan Wealth Advisors ETFs

Market

US ETFs

Total Net Assets

237.35 Mil

Investment Flows (TTM)

88.14 Mil

Asset Growth Rate (TTM)

72.11%

# of Share Classes

1
Morningstar Rating # of Share Classes
0
0
1
0
0
Not Rated 0
Name
Morningstar Rating Overall
5-Year Category Rank
Swan Hedged Equity US Large Cap ETF—
View All 5-Star Standouts

Morningstar Mentions

Quick Definitions: Key Morningstar Terms

  • Category

    A category is a way to group investments based on similar risk, return, and behavior profiles.

  • 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.

  • 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.

  • 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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