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Morningstar

Simplify Em Mkts Eq PLUS Dwnsd Cnxty ETF EMGD

Morningstar Analyst Rating
Quantitative rating as of | See Simplify Asset Management Investment Hub

Morningstar’s Analysis EMGD

Will EMGD 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 EMGD’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

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

Summary

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Simplify Em Mkts Eq PLUS Dwnsd Cnxty ETF's Average People Pillar and Process Pillar ratings hold this strategy's Morningstar Quantitative Rating of Neutral. The portfolio maintains a sizable cost advantage over competitors, priced within the lowest fee quintile among peers.

Unlock our full analysis with Morningstar Investor

Portfolio Holdings EMGD

More EMGD Holdings
  • Current Portfolio Date Feb 28, 2023
  • Equity Holdings 2
  • Bond Holdings 0
  • Other Holdings 2
  • % Assets in Top 10 Holdings 99.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

iShares Core MSCI Emerging Markets ETF

99.51
4,817,105
—

Xsp Us 04/21/23 P396

0.31
15,120
—

Fidelity® Inv MM Fds Treasury I

0.11
5,391
Cash and Equivalents

Spxw Us 03/17/23 P3780

0.06
2,990
—