NXTI – Simplify Next Intangible Core Index ETF – ETF Stock Quote | Morningstar

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Will NXTI outperform in future?

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Process Pillar

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

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

Simplify Next Intangible Core Index ETF retains its Morningstar Medalist Rating of Bronze.

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Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the least expensive fee quintile among peers.

by Morningstar Manager Research

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

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Current Portfolio Date Aug 31, 2024
Equity Holdings —
Bond Holdings —
Other Holdings —
% Assets in Top 10 Holdings 34.3

Top 10 Holdings	% Portfolio Weight	Market Value USD	Sector
Walmart Inc	5.18	71,747	Consumer Defensive
Meta Platforms Inc Class A	4.78	66,206	Communication Services
Berkshire Hathaway Inc Class B	4.26	59,014	Financial Services
Adobe Inc	3.90	53,995	Technology
Exxon Mobil Corp	3.57	49,417	Energy
Mastercard Inc Class A	3.46	47,851	Financial Services
International Business Machines Corp	2.77	38,405	Technology
ServiceNow Inc	2.66	36,765	Technology
UnitedHealth Group Inc	2.26	31,281	Healthcare
The Home Depot Inc	1.49	20,636	Consumer Cyclical

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