Morningstar

Simplify Target 15 Distribution ETF XV

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

Morningstar’s Analysis XV

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Simplify Target 15 Distribution ETF holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings XV

More XV Holdings
  • Current Portfolio Date
  • Equity Holdings—
  • Bond Holdings—
  • Other Holdings—
  • % Assets in Top 10 Holdings103.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Simplify Government Money Market ETF

73.1577M
—

United States Treasury Bills

11.4912M
Government

United States Treasury Bills

11.1212M
Government

B 2/16/27 Govt

6.857M
Cash and Equivalents

United States Treasury Bills

2.923M
Government

Cash

0.40419,557
Cash and Equivalents

United States Treasury Bills 0.11538%

0.33349,213
Government

Option on S&P 500 Index

0.14147,420
—

Option on S&P 500 Index

0.0216,200
—

Otc Spx/Rty/Ndx Wof 09/03/27 P100%/80% Nc3 Eki

−0.06−64,400
—

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