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Swan Defined Risk I SDRIX

Analyst rating as of
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Morningstar’s Analysis

Will SDRIX outperform in future?

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

A number of concerns hold this strategy back.

Senior Analyst

Summary

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A small team, higher fees, and a process that lacks an edge hold back Swan Defined Risk. The strategy’s Morningstar Analyst Rating remains Neutral for its cheapest share class, while the more expensive share classes are rated Negative.

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