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Simplify Propel Opportunities ETF SURI

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

Morningstar’s Analysis SURI

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

  • People Pillar

    The People Pillar is our evaluation of the SURI 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 SURI’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 Propel Opportunities ETF to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the highest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings SURI

More SURI Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 76.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Plains GP Holdings LP Class A

22.64 25.0 Mil
Energy

Applied Therapeutics Inc

17.32 19.2 Mil
Healthcare

TScan Therapeutics Inc

7.52 8.3 Mil
Healthcare

Madrigal Pharmaceuticals Inc

5.62 6.2 Mil
Healthcare

Phathom Pharmaceuticals Inc Ordinary shares

5.01 5.5 Mil
Healthcare

Akero Therapeutics Inc

4.85 5.4 Mil
Healthcare

Fulcrum Therapeutics Inc

3.97 4.4 Mil
Healthcare

Athira Pharma Inc Ordinary Shares

3.70 4.1 Mil
Healthcare

Avidity Biosciences Inc Ordinary Shares

2.88 3.2 Mil
Healthcare

Simplify Enhanced Income ETF

2.65 2.9 Mil
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