Morningstar

Simplify Enhanced Income ETF HIGH

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

Morningstar’s Analysis HIGH

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

  • People Pillar

    The People Pillar is our evaluation of the HIGH 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 HIGH’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 Enhanced 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 second-lowest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings HIGH

More HIGH Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 0.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

United States Treasury Bills 0.375%

100.03 493.8 Mil
Government

Spxw Us 09/30/24 P5050

0.03 137,640
—

Spxw Us 09/09/24 P5200

0.01 54,925
—

Ndxp Us 09/10/24 P17800

0.01 25,480
—

Rutw Us 09/10/24 P2000

0.01 25,190
—

Spxw Us 09/10/24 P5250

0.00 24,188
—

Rutw Us 09/06/24 P1990

0.00 23,460
—

Spxw Us 09/03/24 P5215

0.00 10,360
—

Rutw Us 09/03/24 P1960

0.00 7,455
—

Spxw Us 09/06/24 P5195

0.00 7,200
—

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