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Morningstar

Simplify Enhanced Income ETF HIGH

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

Morningstar’s Analysis HIGH

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

  • People Pillar

    The People Pillar is our evaluation of the HIGH 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 HIGH’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 Enhanced Income ETF to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings HIGH

More HIGH Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings −0.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

United States Treasury Bills 0.25%

47.80 196.6 Mil
Government

United States Treasury Bills 0.16667%

37.14 152.8 Mil
Government

United States Treasury Bills 0.16667%

7.38 30.4 Mil
Government

United States Treasury Bills 0.16667%

3.28 13.5 Mil
Government

United States Treasury Bills 0.16667%

3.16 13.0 Mil
Government

United States Treasury Bills 0.25%

1.44 5.9 Mil
Government

Spxw Us 04/10/24 P4750

0.02 68,908
—

Xbi Us 04/12/24 C106

0.02 67,459
—

Iwm Us 04/12/24 C230

0.01 53,456
—

Spxw Us 04/05/24 P4750

0.01 23,888
—