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Morningstar

Simplify Short Term Trsy Futs Strat ETF TUA

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

Morningstar’s Analysis TUA

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

  • People Pillar

    The People Pillar is our evaluation of the TUA 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 TUA’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 Short Term Trsy Futs Strat 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 least expensive fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings TUA

More TUA Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 84.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

2 Year Treasury Note Future June 24

84.10 2.4 Bil
Government

United States Treasury Bills 0.25%

9.99 287.1 Mil
Government

United States Treasury Bills 0.16667%

4.46 128.2 Mil
Government

United States Treasury Bills 0.25%

1.00 28.7 Mil
Government

United States Treasury Bills 0.25%

0.38 10.9 Mil
Government

United States Treasury Bills 0.16667%

0.09 2.5 Mil
Government

Maintenance Margin Ib

−0.02 −531,768
Cash and Equivalents