Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.
Simplify Macro Strategy ETF FIG
Morningstar’s Analysis FIG
Will FIG outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 94.0
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Simplify High Yield PLUS Credit Hdg ETF | 19.32 | 5.2 Mil | — |
Simplify Short Term Trsy Futs Strat ETF | 16.32 | 4.4 Mil | — |
Simplify Managed Futures Strategy ETF | 12.95 | 3.5 Mil | — |
United States Treasury Bonds 0.125% | 12.24 | 3.3 Mil | Government |
Simp Macro Strat Cay | 10.55 | 2.8 Mil | — |
Simplify US Equity Plus Qis ETF | 9.13 | 2.5 Mil | — |
Simplify Aggregate Bond ETF | 6.68 | 1.8 Mil | — |
Simplify Commodities Strategy No K-1 ETF | 4.77 | 1.3 Mil | — |
United States Treasury Bills 0.16667% | 3.69 | 995,297 | Government |
Simplify Intmdt Term Trs Futs Stgy ETF | 1.96 | 528,453 | — |