CTA – Simplify Managed Futures Strategy ETF – ETF Investment Strategy | Morningstar

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Strategy

The investment seeks long term capital appreciation. Under normal market conditions, the fund invests in a portfolio of equity, U.S. Treasury, commodity, and foreign exchange futures contracts (collectively, “Futures Contracts”). Typically, it will not invest directly in commodity futures contracts. The Advisor expects to gain exposure to these investments by investing up to 25% of its assets in a wholly-owned subsidiary of the fund organized under the laws of the Cayman Islands (the “Subsidiary”).

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
CTA	Simplify Managed Futures Strategy ETF	ETF	Open		—	Mar 7, 2022	$1.32B	0.750%	—	—	$42.76M

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