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Morningstar

Simplify Market Neutral Eq Long/Shrt ETF EQLS

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

Morningstar’s Analysis EQLS

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

  • People Pillar

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

The combination of a middling Process Pillar rating and a Below Average People Pillar rating limit Simplify Market Neutral Eq Long/ Shrt ETF to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings EQLS

More EQLS Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings −0.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Recv Trs Gssigll1 +0.47 0

101.89 162.8 Mil
—

Recv Trs Bnpwgll1 +0.30 0

101.74 162.5 Mil
—

Recv Trs Bnpwgls1 +0.00 0

101.10 161.5 Mil
—

Recv Trs Gssigls1 +0.19 0

101.03 161.4 Mil
—

United States Treasury Bills 0.16667%

58.95 94.2 Mil
Government

United States Treasury Bills 0.16667%

22.09 35.3 Mil
Government

United States Treasury Bills 0.25%

18.56 29.7 Mil
Government

United States Treasury Bills 0.25%

0.74 1.2 Mil
Government

United States Treasury Bills 0.16667%

0.12 199,154
Government

Payb Trs Bnpwgll1 +0.30 0

−100.97 −161.3 Mil
—