Simplify Propel Opportunities ETF holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.
Simplify Propel Opportunities ETF SURI
Morningstar’s Analysis SURI
Will SURI outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
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.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 80.8
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Plains GP Holdings LP Class A | 41.54 | 31M | Energy |
Achieve Life Sciences Inc | 10.58 | 8M | Healthcare |
Milestone Pharmaceuticals Inc | 5.69 | 4M | Healthcare |
Corcept Therapeutics Inc | 4.21 | 3M | Healthcare |
Delcath Systems Inc | 4.11 | 3M | Healthcare |
Abeona Therapeutics Inc | 3.70 | 3M | Healthcare |
Phathom Pharmaceuticals Inc Ordinary shares | 3.43 | 3M | Healthcare |
Achieve Life Sciences ([Wts/Rts]) | 3.26 | 2M | — |
Celldex Therapeutics Inc | 2.37 | 2M | Healthcare |
Kyverna Therapeutics Inc | 1.92 | 1M | Healthcare |
United States