TYA – Simplify Intmdt Term Trs Futs Stgy ETF – ETF Stock Quote | Morningstar

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Will TYA outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

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Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable TYA’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar

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

Simplify Intmdt Term Trs Futs Stgy ETF's Average People Pillar and Process Pillar ratings result in a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research

Rated on Jul 31, 2024 Published on Jul 31, 2024

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Current Portfolio Date Jul 31, 2024
Equity Holdings —
Bond Holdings —
Other Holdings —
% Assets in Top 10 Holdings 76.6

Top 10 Holdings	% Portfolio Weight	Market Value USD	Sector
10 Year Treasury Note Future Sept 24	76.60	142.9 Mil	Government
United States Treasury Bills 0%	13.34	24.9 Mil	Government
United States Treasury Bills 0%	6.65	12.4 Mil	Government
United States Treasury Bills 0%	5.11	9.5 Mil	Government
Fidelity Inv Mmtrsy 1 680	0.06	105,470	Cash and Equivalents
Maintenance Margin Ib	−1.75	−3.3 Mil	Cash and Equivalents

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