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Simplify Macro Strategy ETF FIG

Medalist Rating as of | See Simplify Asset Management Investment Hub

Morningstar’s Analysis FIG

Will FIG outperform in future?

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

The combination of a middling Process Pillar rating and a Below Average People Pillar rating limit Simplify Macro Strategy ETF to a Morningstar Medalist Rating of Neutral.

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Morningstar Manager Research

Summary

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.

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Portfolio Holdings FIG

  • 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