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Swan Defined Risk A SDRAX

Rating as of
NAV / 1-Day Return
15.67  /  0.32 %
Total Assets
1.1 Bil
Adj. Expense Ratio
1.540%
Expense Ratio
1.540%
Fee Level
Average
Longest Manager Tenure
9.23 years
Category
Options Trading
Alt Style Correlation / Relative Volatility
High / Medium
Min. Initial Investment
2,500
Status
Open
TTM Yield
0.07%
Turnover
11%
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Morningstar’s Analysis

Will SDRAX outperform in future?

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

Dropping Coverage of Swan Defined Risk

Analyst Note

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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.

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