Morningstar

Simplify US Equity PLUS Convexity ETF SPYC

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

Morningstar’s Analysis SPYC

Will SPYC 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 SPYC’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Simplify US Equity PLUS Convexity ETF holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings SPYC

More SPYC Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 110.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

iShares Core S&P 500 ETF

91.22 75M
—

Trs Sbar Sofr +95 061527

19.02 16M
—

Trs Sbar Sofr +93 051427

18.70 15M
—

E-mini S&P 500 Future Dec 26

12.25 10M
—

United States Treasury Bills

4.12 3M
Government

United States Treasury Bills 0.11538%

2.40 2M
Government

Cash

1.48 1M
Cash and Equivalents

Spxw Us 11/20/26 P7050 Index

0.23 187,920
—

Spxw Us 11/20/26 P6525 Index

0.21 174,930
—

Spxw Us 11/20/26 C8000 Index

0.15 125,760
—

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