SPD
Simplify US Equity PLUS Downside
SPD
34,17
0,10 Bil. AUM
0,5% Expense Ratio
33,40 NAV
Simplify US Equity PLUS Downside Profile
About Simplify US Equity PLUS Downside
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 consists of purchasing exchange-traded and over the counter ("OTC") put options on the S&P 500 Index or an S&P 500 Index ETF.
- Company
- Simplify
- Holdings
- 10
- CUSIP
- 82889N202
Simplify US Equity PLUS Downside Sectors
| Industry | Percentage |
|---|---|
| Technology | 32,33% |
| Financial Servic | 12,87% |
| Healthcare | 12,20% |
| Consumer Cyclica | 9,85% |
| Communication Se | 8,76% |
| Industrials | 7,56% |
| Consumer Defensi | 5,99% |
| Energy | 3,53% |
| Utilities | 2,55% |
| Real Estate | 2,35% |
| Basic Materials | 2,00% |