SPYC
Simplify US Equity PLUS Convexit
SPYC
38,74
0,08 Bil. AUM
0,5% Expense Ratio
37,79 NAV
Simplify US Equity PLUS Convexit Profile
About Simplify US Equity PLUS Convexit
The adviser seeks to achieve the fund's investment objective by investing primarily in equity securities of U.S. companies and applying a 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 option overlay consists of purchasing exchange-traded and over the counter ("OTC") put and call options on the S&P 500 Index or an S&P 500 Index ETF.
- Company
- Simplify
- Holdings
- 14
- CUSIP
- 82889N103
Simplify US Equity PLUS Convexit 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% |