Simplify China A Shares PLUS Income ETF holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.
Simplify China A Shares PLUS Income ETF CAS
Morningstar’s Analysis CAS
Will CAS outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the CAS 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 CAS’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 65.1
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Simplify Government Money Market ETF | 42.68 | 6M | — |
Trs Sbar Sofr +93 051427 | 29.18 | 4M | — |
United States Treasury Bills 0.11538% | 20.70 | 3M | Government |
Trs Sbar Sofr +95 061527 | 18.49 | 2M | — |
Trs Csin0300 Sofr -520 011527 | 14.25 | 2M | — |
United States Treasury Bills | 14.18 | 2M | Government |
Trs Csin0905 Sofr -630 071526 | 12.81 | 2M | — |
United States Treasury Bills | 12.48 | 2M | Government |
Trs Csin0905 Sofr -860 011527 | 12.18 | 2M | — |
Trs Csin0300 Sofr -375 071526 | 10.39 | 1M | — |
United States