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Parametric Volatil Risk Prm-Defensv I EIVPX Fund Analysis

Morningstar Medalist Rating
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Morningstar’s Analysis EIVPX

Will EIVPX outperform in future?

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

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable EIVPX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the EIVPX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of EIVPX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A unique approach to managing risk.

Analyst Zachary Evens

Zachary Evens

Analyst

Summary

Parametric Volatility Risk Premium Defensive Fund’s systematic approach to options selling offers a compelling way for investors to realize some of the equity market’s upside while experiencing a fraction of its volatility.

by Zachary Evens
Rated on Published on

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