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Morningstar

Simplify US Equity PLUS Dwnsd Cnvxty ETF SPD

Morningstar Medalist Rating
Medalist Rating as of | See Simplify Asset Management Investment Hub

Morningstar’s Analysis SPD

Will SPD 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 SPD’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the SPD 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 SPD’s parent organization’s priorities and whether they’re in line with investors’ interests.

The combination of a middling Process Pillar rating and a Below Average People Pillar rating limit Simplify US Equity PLUS Dwnsd Cnvxty ETF to a Morningstar Medalist Rating of Neutral.

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Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the second-lowest fee quintile among peers.

by Morningstar Manager Research
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Portfolio Holdings SPD

More SPD Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 99.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

iShares Core S&P 500 ETF

99.65 95.1 Mil
—

Spxw Us 07/19/24 P4230

0.32 303,050
—

Spxw Us 06/21/24 P4350

0.28 266,000
—

Fidelity Inv Mmtrsy 1 680

0.10 93,809
Cash and Equivalents

Spxw Us 05/17/24 P4280

0.06 54,990
—

Stonex Cash

0.00 171
Cash and Equivalents

Spxw Us 05/17/24 P4025

−0.04 −35,955
—

Spxw Us 06/21/24 P4090

−0.16 −153,900
—

Spxw Us 07/19/24 P3975

−0.20 −191,400
—