Morningstar

Simplify China A Shares PLUS Income ETF CAS

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

Morningstar’s Analysis CAS

Will CAS outperform in the 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 CAS’s performance objective and investment process is for both security selection and portfolio construction.

  • 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.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

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.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings CAS

More CAS Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 72.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Simplify Government Money Market ETF

40.20 5M
—

Trs Sbar Sofr +93 051427

31.45 4M
—

United States Treasury Bills 0.11538%

28.03 3M
Government

Trs Sbar Sofr +95 061527

19.92 2M
—

United States Treasury Bills

18.97 2M
Government

Trs Csin0300 Sofr -520 011527

17.26 2M
—

Trs Csin0905 Sofr -860 011527

13.77 2M
—

Trs C932000n Sofr -1950 011527

10.21 1M
—

United States Treasury Bills

8.03 981,897
Government

Trs Csin0852 Sofr -1240 011527

6.72 820,903
—

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