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Simplify Interest Rate Hedge ETF(PFIX)

Description: The investment seeks to track the performance, before fees and expenses, of the SoFi Sustainable Dividend Index. The index follows a rules-based methodology that tracks the performance of the equity securities of publicly-traded, large- and mid-capitalization U.S. and non-U.S. companies in developed markets that are selected based on a set of dividend filters focused on dividend sustainability. The adviser attempts to invest all, or substantially all, of its assets in the component securities that make up the index. The fund will invest at least 80% its net assets in dividend paying securities. It is non-diversified.


Keywords: Exchange Traded Fund Index Fund Dividend

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PFIX Technical Analysis

Exchange: NYSE ARCA

Country: US : United States of America

Currency: US Dollar ($)

Category: Global Large-Stock Value

Asset Allocation
Asset Class Long % Short % Net Assets
Stock US 57.22 0.00 57.22
Stock non-US 41.94 0.00 41.94
Cash 0.73 0.00 0.73
Other 0.12 0.00 0.12
Sector Weights
Sector Equity % Relative to Category
Financial Services 22.04 16.64
Healthcare 15.33 15.43
Energy 12.71 6.67
Industrials 11.30 10.95
Consumer Defensive 9.74 8.01
Technology 7.08 10.86
Basic Materials 6.74 6.47
Utilities 4.53 2.37
Communication Services 4.17 9.42
Consumer Cyclicals 3.63 9.63
Real Estate 2.73 3.55
World Regions
Region Equity % Relative to Category
North America 64.30 56.63
Europe Developed 18.98 20.46
Japan 7.96 4.69
United Kingdom 3.85 9.98
Australasia 2.68 0.80
Asia Developed 1.87 3.51
Africa/Middle East 0.24 0.42
Europe Emerging 0.08 0.01
Asia Emerging 0.04 2.31
Latin America 0.00 1.19
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