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Swan Defined Risk I SDRIX

Analyst rating as of
NAV / 1-Day Return
12.69  /  1.01 %
Total Assets
1.2 Bil
Adj. Expense Ratio
1.270%
Expense Ratio
1.270%
Fee Level
Average
Longest Manager Tenure
8.25 years
Category
US Fund Option Writing
Alt Style Correlation / Relative Volatility
High / Medium
Min. Initial Investment
100,000
Status
Open
TTM Yield
1.23%
Turnover
13%
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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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