Simplify Propel Opportunities ETF (SURI)
21.82
-0.09
(-0.42%)
USD |
NYSEARCA |
Apr 18, 16:00
Price Chart
Key Stats
| Net Expense Ratio | Discount or Premium to NAV | Total Assets Under Management | 30-Day Average Daily Volume |
|---|---|---|---|
| 2.51% | 0.07% | 94.22M | 26229.83 |
| Dividend Yield | Turnover Ratio | 1 Year Fund Level Flows | Max Drawdown (Since Inception) |
| 12.46% | 46.00% | 40.27M | Upgrade |
Basic Info
| Investment Strategy | |
| The investment seeks to provide long-term growth of capital. The fund is an actively managed exchange-traded fund. The Sub-Adviser concentrates the fund's investments (i.e., invests more than 25% of its net assets) in the securities of issuers in the biotechnology, pharmaceuticals, healthcare technology, and life science tools and services industries. The Sub-Adviser employs an actively managed opportunistic multi-asset strategy that focuses on common stock, preferred stock, convertible bonds, structured notes, corporate notes and bonds, and ETFs that primarily invest in the preceding security types. The fund is non-diversified. |
| General | |
| Security Type | Exchange-Traded Fund |
| Equity Style | Small Cap/Value |
| Fixed Income Style | -- |
| Broad Asset Class | Sector Equity |
| Broad Category | Equity |
| Category Name | Health |
| Category Index | S&P 1500 Health Care TR |
| Global Category Name | Healthcare Sector Equity |
| YCharts Categorization | Healthcare Equity |
| YCharts Benchmark | S&P 1500 Health Care (Sector) Total Return (^SP15HCSTR) |
| Prospectus Objective | Growth |
| Fund Owner Firm Name | Simplify Asset Management |
| Prospectus Benchmark Index | |
| N/A | 100.0% |
| Broad Asset Class Benchmark Index | |
| ^MSWNTR | 100.0% |
| Manager Tenure | |
| David Berns | 1.15 yrs |
| Leen Kawas | 1.15 yrs |
| Paul Kim | 1.15 yrs |
| Richard Kanye | 1.15 yrs |
| Xue Hua | 1.15 yrs |
Performance Versus Category
As of April 18, 2024. Returns for periods of 1 year and above are annualized.
Annual Total Returns Versus Peers
As of April 18, 2024.
Basic Info
| Investment Strategy | |
| The investment seeks to provide long-term growth of capital. The fund is an actively managed exchange-traded fund. The Sub-Adviser concentrates the fund's investments (i.e., invests more than 25% of its net assets) in the securities of issuers in the biotechnology, pharmaceuticals, healthcare technology, and life science tools and services industries. The Sub-Adviser employs an actively managed opportunistic multi-asset strategy that focuses on common stock, preferred stock, convertible bonds, structured notes, corporate notes and bonds, and ETFs that primarily invest in the preceding security types. The fund is non-diversified. |
| General | |
| Security Type | Exchange-Traded Fund |
| Equity Style | Small Cap/Value |
| Fixed Income Style | -- |
| Broad Asset Class | Sector Equity |
| Broad Category | Equity |
| Category Name | Health |
| Category Index | S&P 1500 Health Care TR |
| Global Category Name | Healthcare Sector Equity |
| YCharts Categorization | Healthcare Equity |
| YCharts Benchmark | S&P 1500 Health Care (Sector) Total Return (^SP15HCSTR) |
| Prospectus Objective | Growth |
| Fund Owner Firm Name | Simplify Asset Management |
| Prospectus Benchmark Index | |
| N/A | 100.0% |
| Broad Asset Class Benchmark Index | |
| ^MSWNTR | 100.0% |
| Manager Tenure | |
| David Berns | 1.15 yrs |
| Leen Kawas | 1.15 yrs |
| Paul Kim | 1.15 yrs |
| Richard Kanye | 1.15 yrs |
| Xue Hua | 1.15 yrs |