Description: Simplify Exchange Traded Funds - Simplify Hedged Equity ETF is an exchange traded fund launched and managed by Simplify Asset Management Inc. The fund invests in public equity markets of the United States. It invests through other funds and through derivatives in stocks of companies operating across diversified sectors. The fund uses derivatives such as options to create its portfolio. It invests in growth and value stocks of large-cap companies. Simplify Exchange Traded Funds - Simplify Hedged Equity ETF is domiciled in the United States.
Exchange: NYSE ARCA
Country: US
Currency: US Dollar ($)
Category: Large Blend
| Asset Allocation | |||
|---|---|---|---|
| Asset Class | Long % | Short % | Net Assets |
| Stock US | 101.88 | 0.00 | 101.88 |
| Cash | 0.54 | 0.00 | 0.54 |
| Stock non-US | 1.13 | 3.54 | -2.42 |
| Sector Weights | ||
|---|---|---|
| Sector | Equity % | Relative to Category |
| Technology | 23.72 | 22.70 |
| Healthcare | 15.31 | 16.05 |
| Financial Services | 13.80 | 14.11 |
| Consumer Cyclicals | 10.16 | 10.02 |
| Industrials | 8.86 | 10.28 |
| Communication Services | 7.46 | 7.18 |
| Consumer Defensive | 7.40 | 7.40 |
| Energy | 5.12 | 4.39 |
| Utilities | 2.99 | 2.75 |
| Real Estate | 2.77 | 2.41 |
| Basic Materials | 2.40 | 2.71 |
| World Regions | ||
|---|---|---|
| Region | Equity % | Relative to Category |
| North America | 98.90 | 97.55 |
| United Kingdom | 0.57 | 0.88 |
| Europe Developed | 0.50 | 1.13 |
| Asia Developed | 0.03 | 0.17 |
| Japan | 0.00 | 0.07 |
| Australasia | 0.00 | 0.01 |
| Asia Emerging | 0.00 | 0.09 |
| Latin America | 0.00 | 0.07 |
| Africa/Middle East | 0.00 | 0.03 |