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Simplify US Equity PLUS Dwnsd Cnvxty ETF SPD

Medalist Rating as of | See Simplify Asset Management Investment Hub

Morningstar’s Analysis SPD

Will SPD outperform in future?

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

The combination of a middling Process Pillar rating and a Below Average People Pillar rating limit Simplify US Equity PLUS Dwnsd Cnvxty ETF to a Morningstar Medalist Rating of Neutral.

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Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the second-lowest fee quintile among peers.

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Portfolio Holdings SPD

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 99.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

iShares Core S&P 500 ETF

99.48 84.2 Mil

Spxw Us 04/19/24 P4075

0.52 443,080

Stonex Cash

0.23 195,764
Cash and Equivalents

Spxw Us 03/15/24 P4010

0.20 167,085

Spxw Us 02/16/24 P3830

0.04 37,800

Fidelity Inv Mmtrsy 1 680

0.02 13,172
Cash and Equivalents

Spxw Us 02/16/24 P3600

−0.03 −24,840

Spxw Us 03/15/24 P3775

−0.13 −109,980

Spxw Us 04/19/24 P3840

−0.34 −286,330