Morningstar will cease qualitative research coverage of Swan Defined Risk SDRIX on or about Sep. 3, 2021, in order to reallocate our analysts to research other strategies. At that time, the last Morningstar Analyst Rating and this research will be removed. After that date, please discontinue using the research report or former research reports issued by Morningstar on this fund. We recommend users form their own views on this fund or obtain financial advice.
NAV / 1-Day Return
15.59 / 0.52 %
Adj. Expense Ratio
Longest Manager Tenure
Alt Style Correlation / Relative VolatilityHigh / Medium
Min. Initial Investment
Will SDRIX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.