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Morningstar

Simplify Intmdt Term Trs Futs Stgy ETF TYA

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

Morningstar’s Analysis TYA

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

  • People Pillar

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

Simplify Intmdt Term Trs Futs Stgy 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 strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings TYA

More TYA Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 75.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

10 Year Treasury Note Future June 24

75.48 133.6 Mil
Government

United States Treasury Bills 0.16667%

11.01 19.5 Mil
Government

United States Treasury Bills 0.25%

7.31 12.9 Mil
Government

United States Treasury Bills 0.16667%

5.07 9.0 Mil
Government

United States Treasury Bills 0.25%

0.56 990,444
Government

United States Treasury Bills 0.25%

0.56 987,801
Government

United States Treasury Bills 0.16667%

0.28 499,273
Government

Fidelity Inv Mmtrsy 1 680

0.22 386,461
Cash and Equivalents

Maintenance Margin Ib

−0.50 −884,634
Cash and Equivalents