The portfolio maintains a sizable cost advantage over competitors, priced within the cheapest fee quintile among peers.
Simplify High Yield PLUS Credit Hdg ETF CDX
Morningstar’s Analysis CDX
Will CDX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 0.9
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
iShares iBoxx $ High Yield Corp Bd ETF | 101.36 | 117.6 Mil | — |
United States Treasury Bills 0.375% | 75.11 | 87.1 Mil | Government |
Ms Qual Basket | 30.85 | 35.8 Mil | — |
Ms Junk Basket Short | 25.44 | 29.5 Mil | — |
United States Treasury Bills 0.375% | 23.65 | 27.4 Mil | Government |
Ms Usd Margin | 0.46 | 538,270 | Cash and Equivalents |
Spxw Us 09/30/24 P5050 | 0.03 | 34,720 | — |
Spxw Us 09/09/24 P5200 | 0.01 | 12,610 | — |
Spxw Us 09/03/24 P5215 | 0.00 | 2,290 | — |
Spxw Us 08/30/24 C5745 | 0.00 | 615 | — |