Morningstar

Simplify National Muni Bond ETF NMB

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

Morningstar’s Analysis NMB

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Simplify National Muni Bond 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 NMB

More NMB Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 36.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Cash

9.38 5M
Cash and Equivalents

HILLSBOROUGH CNTY FLA INDL DEV AUTH HEALTH SYS REV 5.5%

4.39 2M
municipal

SALT RIV PROJ AGRIC IMPT & PWR DIST ARIZ ELEC SYS REV 5.25%

4.35 2M
municipal

JACKSONVILLE FLA AVIATION AUTH REV 5.25%

4.21 2M
municipal

ALDINE TEX INDPT SCH DIST 4.375%

4.00 2M
municipal

MIDLOTHIAN TEX INDPT SCH DIST 4.375%

3.40 2M
municipal

SAN FRANCISCO CALIF CITY & CNTY ARPTS COMMN INTL ARPT REV 5.5%

3.26 2M
municipal

LEE CNTY FLA ARPT REV 5.5%

3.26 2M
municipal

JEA FLA ELEC SYS REV 5.25%

3.24 2M
municipal

AUSTIN TEX ARPT SYS REV 5.25%

3.20 2M
municipal

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