FOXY – Simplify Currency Strategy ETF – ETF Investment Strategy | Morningstar

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Strategy

The investment seeks long term capital appreciation. The fund is an actively managed exchange-traded fund (“ETF”). The adviser seeks to fulfil the fund’s investment objective by investing primarily in foreign currency forward contracts, foreign currency forward swaps, and foreign currency futures contracts that provide exposure comparable to buying or selling the foreign currencies directly. The fund is non-diversified.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
FOXY	Simplify Currency Strategy ETF	ETF	Open	—	—	Feb 3, 2025	$211.60M	0.750%	—	—	$200.36M

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