Simplify Opportunistic Income ETF (CRDT)
23.08
-0.10
(-0.45%)
USD |
NYSEARCA |
Dec 09, 16:00
Price Chart
Key Stats
| Net Expense Ratio | Discount or Premium to NAV | Total Assets Under Management | 30-Day Average Daily Volume |
|---|---|---|---|
| 0.99% | -0.04% | 69.01M | 20007.60 |
| Weighted Average Dividend Yield | Turnover Ratio (Generic) | 1 Year Fund Level Flows | Max Drawdown (Since Inception) |
| -- | 418.0% | -4.625M | Upgrade |
Basic Info
| Investment Strategy | |
| The Fund seeks to maximize total return. The Fund is an actively managed exchange-traded fund ("ETF"). The Fund invests primarily in income producing securities including U.S. and foreign investment grade and high yield corporate bonds and preferred stock bonds issued by the U.S. Treasury and bank loans. |
| General | |
| Security Type | Exchange-Traded Fund |
| Broad Asset Class | Taxable Bond |
| Broad Category | Fixed Income |
| Global Peer Group | Bond USD |
| Peer Group | General Bond Funds |
| Global Macro | Bond HC |
| US Macro | General Domestic Taxable Fixed Income Funds |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Prospectus Objective | General Bond Funds |
| Fund Owner Firm Name | Simplify |
| Broad Asset Class Benchmark Index | |
| ^BBUSATR | 100.0% |
Performance Versus Peer Group
Annual Total Returns Versus Peers
As of December 10, 2025.
Asset Allocation
As of October 31, 2025.
| Type | % Net |
|---|---|
| Cash | 6.14% |
| Stock | 10.71% |
| Bond | 71.60% |
| Convertible | 0.00% |
| Preferred | 14.51% |
| Other | -2.95% |
Basic Info
| Investment Strategy | |
| The Fund seeks to maximize total return. The Fund is an actively managed exchange-traded fund ("ETF"). The Fund invests primarily in income producing securities including U.S. and foreign investment grade and high yield corporate bonds and preferred stock bonds issued by the U.S. Treasury and bank loans. |
| General | |
| Security Type | Exchange-Traded Fund |
| Broad Asset Class | Taxable Bond |
| Broad Category | Fixed Income |
| Global Peer Group | Bond USD |
| Peer Group | General Bond Funds |
| Global Macro | Bond HC |
| US Macro | General Domestic Taxable Fixed Income Funds |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Prospectus Objective | General Bond Funds |
| Fund Owner Firm Name | Simplify |
| Broad Asset Class Benchmark Index | |
| ^BBUSATR | 100.0% |