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Simplify Opportunistic Income ETF (CRDT)

25.16 +0.05 (+0.18%)
At close: April 19 at 4:00 PM EDT

ETF Summary

The fund is an actively managed exchange-traded fund (“ETF”) that seeks to achieve its investment objective by investing primarily in fixed income securities. Under normal circumstances, the fund invests primarily in income producing securities, including U.S. and foreign investment grade and high yield (“junk”) corporate bonds and preferred stock, bonds issued by the U.S. Treasury, and bank loans.

ETF Overview

Category Multisector Bond
Fund Family Simplify Asset Management
Net Assets 74.09M
YTD Daily Total Return -0.38%
Yield --
Legal Type Exchange Traded Fund

ETF Operations

Attributes CRDT Category Average
Annual Report Expense Ratio (net) 0.50% 0.98%
Holdings Turnover 0.00% 129.92%
Total Net Assets 5,517.13 5,517.13

Morningstar Style Box

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Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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