Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the highest quintile among peers.
Simplify Propel Opportunities ETF SURI
Morningstar’s Analysis SURI
Will SURI outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 82.8
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Plains GP Holdings LP Class A | 24.51 | 26.3 Mil | Energy |
Applied Therapeutics Inc | 16.61 | 17.9 Mil | Healthcare |
Phathom Pharmaceuticals Inc Ordinary shares | 8.02 | 8.6 Mil | Healthcare |
Akero Therapeutics Inc | 5.78 | 6.2 Mil | Healthcare |
TScan Therapeutics Inc | 5.48 | 5.9 Mil | Healthcare |
Madrigal Pharmaceuticals Inc | 5.35 | 5.8 Mil | Healthcare |
Avidity Biosciences Inc Ordinary Shares | 5.12 | 5.5 Mil | Healthcare |
Athira Pharma Inc Ordinary Shares | 4.29 | 4.6 Mil | Healthcare |
Ardelyx Inc | 3.96 | 4.3 Mil | Healthcare |
Telesat Corp Class A | 3.71 | 4.0 Mil | Technology |