Morningstar

Simplify High Yield ETF CDX

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

Morningstar’s Analysis CDX

Will CDX outperform in the 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 CDX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Simplify High Yield ETF holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings CDX

More CDX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 97.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Simplify Government Money Market ETF

75.63 243M
—

Trs Hyg Sofr -70 051427

36.02 116M
—

Trs Hyg Sofr -65 111626

32.67 105M
—

Trs Hyg Sofr -65 101526

31.52 101M
—

Trs Ubsmqltp Sofr +30 092327

25.14 81M
—

Trs Ubsmpodl Sofr -05 092327

24.34 78M
—

United States Treasury Bills 0.11538%

7.79 25M
Government

United States Treasury Bills

7.10 23M
Government

United States Treasury Bills

6.06 19M
Government

United States Treasury Bills

4.28 14M
Government

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