Morningstar

Simplify MBS ETF MTBA

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

Morningstar’s Analysis MTBA

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Simplify MBS ETF holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings MTBA

More MTBA Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 209.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Simplify Government Money Market ETF

97.00 973M
—

Federal National Mortgage Association 6.5%

36.95 371M
Securitized

Federal National Mortgage Association

29.30 294M
Securitized

Federal National Mortgage Association

27.06 272M
Securitized

Federal National Mortgage Association 5.5%

12.18 122M
Securitized

United States Treasury Bills 0.11538%

3.92 39M
Government

United States Treasury Bills

1.39 14M
Government

United States Treasury Bills

0.98 10M
Government

Federal National Mortgage Association

0.76 8M
Securitized

United States Treasury Bills

0.41 4M
Government

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