Morningstar

Simplify Opportunistic Income ETF CRDT

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

Morningstar’s Analysis CRDT

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

  • People Pillar

    The People Pillar is our evaluation of the CRDT 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 CRDT’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 Opportunistic Income 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 CRDT

More CRDT 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

2 Year Treasury Note Future Sept 24

78.10 173.5 Mil
Government

Federal National Mortgage Association 3.5%

4.84 10.8 Mil
Securitized

United States Treasury Bills 0%

3.57 7.9 Mil
Government

United States Treasury Bills 0%

2.01 4.5 Mil
Government

Federal National Mortgage Association 6%

1.37 3.0 Mil
Securitized

Ms Usd Margin

1.17 2.6 Mil
Cash and Equivalents

Annaly Capital Management Inc

0.84 1.9 Mil
Real Estate

AGNC Investment Corp

0.81 1.8 Mil
Real Estate

Mexico (United Mexican States) 8%

0.78 1.7 Mil
Cash and Equivalents

OCTANE RECEIVABLES TRUST 2022-1 0%

0.75 1.7 Mil
Securitized

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