Morningstar

Simplify US Equity PLUS Convexity ETF SPYC

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

Morningstar’s Analysis SPYC

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

  • People Pillar

    The People Pillar is our evaluation of the SPYC 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 SPYC’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 Convexity ETF to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

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 SPYC

More SPYC Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 99.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

iShares Core S&P 500 ETF

98.78 75.2 Mil
—

Spxw Us 09/20/24 C5680

0.52 398,860
—

Fidelity Inv Mmtrsy 1 680

0.30 226,539
Cash and Equivalents

Spxw Us 11/15/24 P4720

0.25 192,640
—

Spxw Us 11/15/24 C5830

0.17 130,720
—

Spxw Us 10/18/24 P4720

0.15 114,550
—

Spxw Us 10/18/24 C5810

0.09 68,970
—

Spxw Us 09/30/24 P5050

0.03 21,700
—

Spxw Us 09/20/24 P4880

0.02 12,600
—

Spxw Us 09/09/24 P5200

0.01 8,255
—

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