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Morningstar

Simplify US Equity PLUS Convexity ETF SPYC

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

Morningstar’s Analysis SPYC

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

  • People Pillar

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

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

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings SPYC

More SPYC Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 98.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

iShares Core S&P 500 ETF

96.27 63.8 Mil
—

Spxw Us 06/21/24 C5350

1.80 1.2 Mil
—

Spxw Us 07/19/24 C5480

1.25 826,850
—

Fidelity Inv Mmtrsy 1 680

1.15 763,855
Cash and Equivalents

Spxw Us 05/17/24 C5280

0.31 208,035
—

Spxw Us 06/21/24 P4350

0.19 124,960
—

Spxw Us 05/17/24 P4280

0.08 51,480
—

Spxw Us 04/19/24 P4075

0.02 15,300
—

Spxw Us 04/19/24 P3840

−0.02 −10,200
—

Spxw Us 05/17/24 C5525

−0.04 −28,060
—