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Morningstar

Simplify Aggregate Bd PLUS Crdt Hdg ETF AGGH

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

Morningstar’s Analysis AGGH

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

People Pillar

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

null Morningstar Manager Research

Morningstar Manager Research

Summary

Simplify Aggregate Bd PLUS Crdt Hdg ETF's Average People Pillar and Process Pillar ratings result in a Morningstar Medalist Rating of Neutral. The portfolio maintains a sizable cost advantage over competitors, priced within the cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings AGGH

More AGGH Holdings
  • Current Portfolio Date
  • Equity Holdings 2
  • Bond Holdings 4
  • Other Holdings 13
  • % Assets in Top 10 Holdings 67.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

10 Year Treasury Note Future June 23

29.61
2,304,062
Government

United States Treasury Bills 0.34783%

21.53
1,675,127
Government

United States Treasury Bills 0.34783%

10.77
838,347
Government

iShares iBonds Dec 2023 Term Corp ETF

6.75
525,433
—

iShares iBoxx $ Invmt Grade Corp Bd ETF

6.68
519,859
—

Vanguard Short-Term Bond ETF

6.64
516,477
—

iShares MBS ETF

6.64
516,432
—

iShares iBonds Dec 2024 Term Corp ETF

6.60
513,558
—

iShares Core US Aggregate Bond ETF

5.89
458,417
—

United States Treasury Notes 4.25%

1.55
120,895
Government