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.
Will SDRIX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable SDRIX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the SDRIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of SDRIX’s parent organization’s priorities and whether they’re in line with investors’ interests.