Morningstar

Simplify Hedged Equity ETF HEQT

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

Morningstar’s Analysis HEQT

Will HEQT outperform in the 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 HEQT’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Simplify Hedged Equity ETF holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings HEQT

More HEQT Holdings
  • Current Portfolio Date
  • Equity Holdings—
  • Bond Holdings—
  • Other Holdings—
  • % Assets in Top 10 Holdings100.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

iShares Core S&P 500 ETF

99.29305M
—

Option on S&P 500

0.542M
—

Option on S&P 500

0.32978,075
—

Option on S&P 500

0.08255,825
—

Cash

0.0378,989
Cash and Equivalents

Option on S&P 500

−0.00−4,725
—

Option on S&P 500

−0.01−19,912
—

Option on S&P 500

−0.03−103,275
—

Option on S&P 500

−0.04−132,300
—

Option on S&P 500

−0.07−222,750
—

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