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Key statistics Previous close 40.69
Open 41.27
Day range 41.27 41.41
52-week range 35.72 43.93
Off day high −0.31%
Off 52-week high −6.03%
Volume 1.99K
Avg. volume (3M) 16.11K
Net assets 84.60M
Expense ratio 0.53%
Yield 1.23%
YTD return +4.97%
50-day average 41.86
200-day average 40.50
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The adviser seeks to achieve the fund's investment objective by investing primarily in equity securities of U.S. companies and applying a downside convexity option overlay strategy to the equity investments. Under normal circumstances, it invests at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities of U.S. companies, primarily by purchasing exchange-traded funds ("ETFs"). The downside convexity option overlay strategy includes purchasing exchange-traded and over-the-coun…
Fund family Simplify Asset Management
Category Large Blend
Top 2 holdings iShares Core S&P 500 ETF IVV Simplify Barrier Income ETF SBAR Sector weights Technology 40.5% Financial Services 11.2% Communication Services 10.0% Healthcare 9.3% Consumer Cyclical 8.7% Industrials 7.5% Consumer Defensive 4.3% Energy 3.4% From the fund issuer's daily holdings file.
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