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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.

Simplify US Equity PLUS Convexity ETF's Average People Pillar and Process Pillar ratings result in a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the least expensive 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 12
  • Bond Holdings 0
  • Other Holdings 3
  • % Assets in Top 10 Holdings 99.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

iShares Core S&P 500 ETF

99.30
60,599,442
—

Spxw Us 12/15/23 P3810

0.45
276,660
—

Spxw Us 01/19/24 P3670

0.30
182,250
—

Fidelity Inv Mmtrsy 1 680

0.22
136,690
Cash and Equivalents

Spxw Us 01/19/24 C4530

0.04
26,010
—

Spxw Us 11/17/23 P3700

0.04
21,825
—

Spxw Us 12/15/23 C4700

< 0.01
2,092
—

Spxw Us 11/17/23 C4560

< 0.01
428
—

Spxw Us 11/17/23 C4780

−0.00
−285
—

Spxw Us 12/15/23 C4925

−0.00
−608
—