TUA – Simplify Short Term Trsy Futs Strat ETF – ETF Stock Quote | Morningstar

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Will TUA outperform in future?

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

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Process Pillar

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

The People Pillar is our evaluation of the TUA 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 TUA’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 Short Term Trsy Futs Strat ETF to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research

Rated on Apr 30, 2024 Published on Apr 30, 2024

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Current Portfolio Date Apr 30, 2024
Equity Holdings —
Bond Holdings —
Other Holdings —
% Assets in Top 10 Holdings 83.7

Top 10 Holdings	% Portfolio Weight	Market Value USD	Sector
2 Year Treasury Note Future June 24	83.68	2.5 Bil	Government
United States Treasury Bills 0%	8.28	249.9 Mil	Government
United States Treasury Bills 0%	4.41	133.0 Mil	Government
United States Treasury Bills 0%	2.99	90.1 Mil	Government
Maintenance Margin Ib	0.64	19.4 Mil	Cash and Equivalents

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