AGGH – Simplify Aggregate Bond ETF – ETF Investment Strategy | Morningstar

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Strategy

The investment seeks to maximize total return. The adviser seeks to achieve the fund’s investment objective by investing in investment grade bonds primarily by purchasing exchange traded funds and applying derivative overlays intended to hedge risk or generate income. Under normal circumstances, the fund will invest at least 80% of its net assets (plus any borrowings for investment purposes) in U.S. investment grade bonds primarily by purchasing exchange traded funds (“ETFs”).

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
AGGH	Simplify Aggregate Bond ETF	ETF	Open			Feb 14, 2022	$481.30M	0.300%	—	—	$210.34M

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