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Simplify US Equity PLUS Upsd Cnvxty ETF SPUC

Medalist Rating as of | See Simplify Asset Management Investment Hub

Morningstar’s Analysis SPUC

Will SPUC 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 Upsd 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-cheapest fee quintile among peers.

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Portfolio Holdings SPUC

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 98.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

iShares Core S&P 500 ETF

95.33 4.0 Mil

Spxw Us 02/16/24 C4730

2.00 83,970

Fidelity Inv Mmtrsy 1 680

1.45 60,811
Cash and Equivalents

Spxw Us 03/15/24 C4950

1.24 51,960

Spxw Us 04/19/24 C5030

0.35 14,565

Spxw Us 04/19/24 C5275

−0.05 −2,265

Spxw Us 03/15/24 C5200

−0.09 −3,840

Spxw Us 02/16/24 C4950

−0.21 −8,790