Morningstar

Simplify Bond Bull ETF RFIX

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

Morningstar’s Analysis RFIX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Simplify Bond Bull 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 RFIX

More RFIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 99.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

United States Treasury Bills

64.06 32M
Government

United States Treasury Bills

54.66 27M
Government

United States Treasury Bills 0.11538%

12.50 6M
Government

United States Treasury Bills

1.87 936,019
Government

United States Treasury Bills

0.40 199,578
Government

Cash

0.33 164,331
Cash and Equivalents

Swaption R 3.00%/Sofr 3/15/32-10y Boa

−7.45 −4M
Derivative

Swaption R 3.00%/Sofr 3/15/32-10y Gs

−10.43 −5M
Derivative

Swaption R 3.00%/Sofr 3/15/32-10y Ms

−15.94 −8M
Derivative

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