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Swan Defined Risk A SDRAX

Analyst rating as of
NAV / 1-Day Return
12.77  /  0.31 %
Total Assets
1.4 Bil
Adj. Expense Ratio
1.520%
Expense Ratio
1.520%
Fee Level
Below Average
Longest Manager Tenure
8.04 years
Category
US Fund Option Writing
Alt Style Correlation / Relative Volatility
High / Medium
Min. Initial Investment
2,500
Status
Open
TTM Yield
0.92%
Turnover
14%
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Morningstar’s Analysis

Will SDRAX outperform in future?

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Senior Analyst

Summary

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Swan Defined Risk’s process lacks robustness over multiple scenarios, and its fees are losing their competitiveness compared with an expanding class of peers, resulting in a downgrade of its Morningstar Analyst Rating to Neutral from Bronze.

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