Morningstar

Swan Hedged Equity US Large Cap ETF HEGD

Morningstar Medalist Rating
Medalist Rating as of | See Swan Wealth Advisors Investment Hub

Morningstar’s Analysis HEGD

Will HEGD outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable HEGD’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the HEGD management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of HEGD’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Swan Hedged Equity US Large Cap ETF holds a quantitatively derived Gold Morningstar Medalist Rating. The rating reflects that it has scored particularly well on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings HEGD

More HEGD Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 109.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

State Street® SPDR® S&P 500® ETF

91.82 633M
—

SPX US 12/17/27 P7300

7.77 54M
—

SPX US 12/17/27 P7400

6.89 47M
—

Put On S&P 500 Dec26

4.34 30M
—

SPX US 12/17/27 C7500

4.21 29M
—

Put On S&P 500 Dec26

2.44 17M
—

Put On S&P 500 Jul26

0.63 4M
—

Put On S&P 500 Jul26

0.39 3M
—

First American Government Obligs X

0.29 2M
Cash and Equivalents

OTHER ASSETS AND LIABILITIES

0.11 781,490
—

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