Morningstar

Simplify Piper Sandler US Small-Cap PLUS Income ETF LITL

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

Morningstar’s Analysis LITL

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Simplify Piper Sandler USSm-CpPLUSIncETF 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 LITL

More LITL Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 6.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Trs Sbar Sofr +95 061527

58.16 3M
—

Trs Sbar Sofr +93 051427

13.84 804,087
—

United States Treasury Bills

1.69 98,190
Government

United States Treasury Bills

1.36 79,199
Government

United States Treasury Bills

0.85 49,340
Government

CareDx Inc

0.79 46,030
Healthcare

Innodata Inc

0.76 43,972
Technology

Signet Jewelers Ltd

0.75 43,576
Consumer Cyclical

Power Solutions International Inc

0.75 43,312
Industrials

Flotek Industries Inc

0.74 43,076
Energy

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