Simplify Exchange Traded Funds Simplify Propel Opportunities ETFSimplify Exchange Traded Funds Simplify Propel Opportunities ETFSimplify Exchange Traded Funds Simplify Propel Opportunities ETF

Simplify Exchange Traded Funds Simplify Propel Opportunities ETF

No trades
Buy SURI

Key stats


Assets under management (AUM)
‪103.68 M‬USD
Fund flows (1Y)
‪−898.27 K‬USD
Dividend yield (indicated)
14.05%
Discount/Premium to NAV
−0.4%

About Simplify Exchange Traded Funds Simplify Propel Opportunities ETF


Issuer
Simplify Asset Management, Inc.
Brand
Simplify
Expense ratio
2.51%
Home page
Inception date
Feb 8, 2023
Index tracked
No Underlying Index
Management style
Active
SURI actively manages a multi-asset strategy by investing in equity and fixed income securities of companies in the biotech, pharmaceuticals, healthcare technology, and life science tools and services industries. Investments include common and preferred stocks, convertible bonds, structured notes, corporate notes and bonds, and ETFs. There are no restrictions as to the currency, issuer capitalization, or country for equities, and debt credit quality, maturity, structure, or issuer type for debt securities. The management team identifies attractive investment opportunities by evaluating the scientific proposition of the issuer, the probability that the science will lead to a product or treatment, and projected profits from each successful product or treatment. The fund typically includes small- and mid-caps. SURI may invest up to 20% in derivatives to leverage exposure and partially hedge against market declines. It holds cash and cash-like instruments as collateral.

Classification


Asset Class
Asset allocation
Category
Asset allocation
Focus
Target outcome
Niche
Capital appreciation
Strategy
Active
Weighting scheme
Proprietary
Selection criteria
Proprietary
What's in the fund
Exposure type
StocksBonds, Cash & Other
Health Technology
Industrial Services
Stocks86.28%
Health Technology62.74%
Industrial Services21.67%
Communications1.87%
Bonds, Cash & Other13.72%
Miscellaneous6.99%
Cash3.67%
Corporate3.06%
Summarizing what the indicators are suggesting.
Oscillators
Neutral
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Oscillators
Neutral
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Neutral
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Summary
Neutral
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Summary
Neutral
SellBuy
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Moving Averages
Neutral
SellBuy
Strong sellStrong buy
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Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Displays a symbol's price movements over previous years to identify recurring trends.