Morningstar

Simplify Opportunistic Income ETF CRDT

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

Morningstar’s Analysis CRDT

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Simplify Opportunistic Income 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 CRDT

More CRDT Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 243.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

2 Year Treasury Note Future Dec 26

111.83 30M
Government

5 Year Treasury Note Future Dec 26

50.65 14M
Government

Ultra US Treasury Bond Future Dec 26

48.54 13M
Government

Rithm Capital Corp

9.21 2M
Real Estate

Cash

8.27 2M
Cash and Equivalents

POINT SECURITIZATION TRUST 2025-1

4.48 1M
Securitized

NAVIENT PVT ED RI LN TR 2021-B

3.93 1M
Securitized

Oracle Corp FR PRF PERPETUAL USD - DpSh 1/2000 Prf Sr D

3.82 1M
Technology

Chimera Investment Corp Cum Red Pfd Registered Shs Series -B-

3.80 1M
Real Estate

Twma Finance AS 12.25%

3.77 1M
Corporate

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