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Key statistics Previous close 47.45
Open 47.89
Day range 47.96 48.32
52-week range 42.89 51.36
Off day high −0.34%
Off 52-week high −6.25%
Volume 29.79K
Avg. volume (3M) 34.83K
Net assets 256.30M
Expense ratio 0.53%
Yield 7.76%
YTD return +10.41%
50-day average 49.07
200-day average 48.24
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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 an upside convexity option overlay strategy to the equity investments. Under normal circumstances, the fund 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”).
Fund family Simplify Asset Management
Category Large Blend
Top 1 holdings iShares Core S&P 500 ETF IVV 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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A day counts when it ranked in the top 25 of a list. Tracked since Oct 10, 2026.
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