NXTV – Simplify Next Intangible Value Index ETF – ETF Stock Quote | Morningstar

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Will NXTV outperform in future?

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Process Pillar

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

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

Simplify Next Intangible Value 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 36.9

Top 10 Holdings	% Portfolio Weight	Market Value USD	Sector
T-Mobile US Inc	5.30	71,539	Communication Services
Verizon Communications Inc	4.93	66,472	Communication Services
Comcast Corp Class A	4.92	66,398	Communication Services
AT&T Inc	4.81	64,814	Communication Services
Pfizer Inc	4.04	54,539	Healthcare
Intel Corp	3.14	42,361	Technology
Target Corp	2.76	37,176	Consumer Defensive
Dell Technologies Inc Ordinary Shares - Class C	2.62	35,355	Technology
Bristol-Myers Squibb Co	2.47	33,267	Healthcare
Citigroup Inc	1.88	25,307	Financial Services

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