Simplify Opportunistic Income ETF CRDT

Medalist Rating as of | See Simplify Asset Management Investment Hub

Morningstar’s Analysis CRDT

Will CRDT outperform in the future?

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

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.

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Portfolio Holdings CRDT

  • Current Portfolio Date
  • Equity Holdings—
  • Bond Holdings—
  • Other Holdings—
  • % Assets in Top 10 Holdings259.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

2 Year Treasury Note Future Dec 26

116.3730M
Government

5 Year Treasury Note Future Dec 26

52.9214M
Government

Ultra US Treasury Bond Future Dec 26

50.7613M
Government

Rithm Capital Corp

9.783M
Real Estate

POINT SECURITIZATION TRUST 2025-1

4.711M
Securitized

Cash

4.611M
Cash and Equivalents

Braemar Hotels & Resorts Inc

4.041M
Real Estate

NAVIENT PVT ED RI LN TR 2021-B

4.011M
Securitized

Twma Finance AS 12.25%

3.911M
Corporate

Oracle Corp. 6.5%

3.851M
Corporate

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