Simplify High Yield 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 High Yield ETF CDX
Morningstar’s Analysis CDX
Will CDX 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 CDX 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 CDX’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 72.4
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Simplify Government Money Market ETF | 47.24 | 197M | — |
Trs Hyg Sofr -30 051427 | 38.10 | 159M | — |
Trs Hyg Sofr -35 111626 | 30.48 | 127M | — |
Trs Hyg Sofr -30 101526 | 27.60 | 115M | — |
Simplify Short Term Trsy Futs Strat ETF | 23.97 | 100M | — |
Trs Ubsmqltp Sofr +30 111326 | 21.06 | 88M | — |
Trs Ubsmpdle Sofr -05 111326 | 16.10 | 67M | — |
United States Treasury Bills 0.26923% | 7.81 | 33M | Government |
United States Treasury Bills 0.11538% | 5.54 | 23M | Government |
United States Treasury Bills | 4.89 | 20M | Government |
United States