Simplify Barrier Income ETF SBAR

Medalist Rating as of | See Simplify Asset Management Investment Hub

Morningstar’s Analysis SBAR

Will SBAR outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Simplify Barrier Income ETF 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.

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Portfolio Holdings SBAR

  • Current Portfolio Date
  • Equity Holdings—
  • Bond Holdings—
  • Other Holdings—
  • % Assets in Top 10 Holdings102.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Simplify Government Money Market ETF

89.76393M
—

United States Treasury Bills

6.6829M
Government

United States Treasury Bills

4.1818M
Government

B 2/16/27 Govt

1.918M
Cash and Equivalents

United States Treasury Bills

0.974M
Government

United States Treasury Bills 0.11538%

0.914M
Government

Cash

0.13550,205
Cash and Equivalents

Option on S&P 500 Index

0.11500,705
—

Option on S&P 500 Index

0.0267,360
—

Otc Nm1 Spx/Rty/Ndx Wof 07/02/27 P100%/70% Nc3 Eki

−0.02−94,526
—

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