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Morningstar

Simplify Dvlp Ex-US PLUS Dwnsd Cnxty ETF EAFD

Morningstar Medalist Rating
Medalist Rating as of | See Simplify Asset Management Investment Hub

Morningstar’s Analysis EAFD

Will EAFD outperform in future?

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

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable EAFD’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the EAFD 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 EAFD’s parent organization’s priorities and whether they’re in line with investors’ interests.

Simplify Dvlp Ex-US PLUS Dwnsd Cnxty ETF's Average People Pillar and Process Pillar ratings result in a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings EAFD

More EAFD Holdings
  • Current Portfolio Date
  • Equity Holdings 6
  • Bond Holdings 0
  • Other Holdings 3
  • % Assets in Top 10 Holdings 99.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

iShares Core MSCI EAFE ETF

99.67
15,997,579
—

Efa Us 10/20/23 P63

0.35
55,659
—

Efa Us 11/17/23 P59

0.27
43,942
—

Fidelity Inv Mmtrsy 1 680

0.09
14,610
Cash and Equivalents

Efa Us 09/15/23 P62

0.07
10,927
—

Efa Us 09/15/23 P59

−0.05
−8,692
—

Efa Us 11/17/23 P55

−0.19
−31,119
—

Efa Us 10/20/23 P59

−0.20
−31,805
—