Morningstar

Simplify US Equity PLUS Upsd Cnvxty ETF SPUC

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

Morningstar’s Analysis SPUC

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

  • People Pillar

    The People Pillar is our evaluation of the SPUC 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 SPUC’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 US Equity PLUS Upsd Cnvxty ETF to a Morningstar Medalist Rating of Neutral.

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Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

by Morningstar Manager Research
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Portfolio Holdings SPUC

More SPUC Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 99.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

iShares Core S&P 500 ETF

97.52 6.0 Mil
—

Spxw Us 09/20/24 C5680

1.25 77,700
—

Fidelity Inv Mmtrsy 1 680

0.60 37,409
Cash and Equivalents

Spxw Us 11/15/24 C5830

0.44 27,520
—

Spxw Us 10/18/24 C5810

0.23 14,520
—

Spxw Us 09/30/24 P5050

0.05 3,100
—

Spxw Us 09/09/24 P5200

0.01 715
—

Spxw Us 09/03/24 P5215

0.00 130
—

Spxw Us 08/30/24 C5745

0.00 35
—

Spxw Us 09/03/24 P5145

0.00 −130
—

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