Simplify Opportunistic Income ETF holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.
Simplify Opportunistic Income ETF CRDT
Morningstar’s Analysis CRDT
Will CRDT 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 CRDT 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 CRDT’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 84.4
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
2 Year Treasury Note Future Sept 26 | 63.40 | 94M | Government |
5 Year Treasury Note Future Sept 26 | 10.82 | 16M | Government |
Rithm Capital Corp | 2.56 | 4M | Real Estate |
MFA Financial Inc | 1.31 | 2M | Real Estate |
Annaly Capital Management Inc | 1.25 | 2M | Real Estate |
Brent Crude Future Aug 26 | 1.22 | 2M | — |
Dynex Capital Inc | 1.22 | 2M | Real Estate |
Cash | 0.99 | 1M | Cash and Equivalents |
POINT SECURITIZATION TRUST 2025-1 | 0.90 | 1M | Securitized |
United States Treasury Bills | 0.87 | 1M | Government |
United States