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Simplify High Yield PLUS Credit Hdg ETF CDX

Medalist Rating as of | See Simplify Asset Management Investment Hub

Morningstar’s Analysis CDX

Will CDX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

The combination of a middling Process Pillar rating and a Below Average People Pillar rating limit Simplify High Yield PLUS Credit Hdg ETF to a Morningstar Medalist Rating of Neutral.

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Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the lowest fee quintile among peers.

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Portfolio Holdings CDX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings −0.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

iShares iBoxx $ High Yield Corp Bd ETF

101.16 106.2 Mil

United States Treasury Bills 0%

59.24 62.2 Mil
Government

Ms Qual Basket

29.40 30.9 Mil

United States Treasury Bills 0%

25.79 27.1 Mil
Government

Ms Junk Basket Short

24.37 25.6 Mil

United States Treasury Bills 0%

14.36 15.1 Mil
Government

Ms Usd Margin

0.63 656,559
Cash and Equivalents

Spxw Us 05/17/24 P4280

0.00 3,900

Spxw Us 05/17/24 P4025

0.00 −2,550

Cdx Hy Cdsi 42 5y

−0.56 −587,576
Derivative