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Simple-X NY Dow Jones Index ETF 1679

Morningstar Medalist Rating
Medalist Rating as of | See Simplex Investment Hub

Morningstar’s Analysis 1679

Will 1679 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 1679’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the 1679 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 1679’s parent organization’s priorities and whether they’re in line with investors’ interests.

The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit Simple-X NY Dow Jones Index 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 second-lowest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings 1679

More 1679 Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 100.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Dow Jones Industrial Average Fund (QII)

99.98 1.3 Bil
—

Cash And Cash Equivalent

0.01 171,816
Cash and Equivalents

Parent investment trust beneficiary certificate SAM MMF

0.01 101,093
Cash and Equivalents