Morningstar

Simplify Macro Strategy ETF FIG

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

Morningstar’s Analysis FIG

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

  • People Pillar

    The People Pillar is our evaluation of the FIG 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 FIG’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 Macro Strategy ETF to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings FIG

More FIG Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 13.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

3 Month SOFR Future Dec 24

87.03 95.7 Mil
Government

United States Treasury Bonds 0.125%

3.17 3.5 Mil
Government

Simplify Market Neutral Eq Long/Shrt ETF

1.92 2.1 Mil
—

Simplify Short Term Trsy Futs Strat ETF

1.64 1.8 Mil
—

Simplify High Yield PLUS Credit Hdg ETF

1.63 1.8 Mil
—

Simplify Managed Futures Strategy ETF

1.28 1.4 Mil
—

Simplify US Equity Plus Qis ETF

1.09 1.2 Mil
—

Simp Macro Strat Cay

1.00 1.1 Mil
—

Simplify Next Intangible Core Index ETF

0.79 873,491
—

Simplify Next Intangible Value Index ETF

0.77 852,530
—

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