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Simplify US Equity PLUS Downside Convexity ETF(SPD)

Description: The investment seeks to provide capital appreciation. The adviser seeks to achieve the fund's investment objective by investing primarily in equity securities of U.S. companies and applying a downside 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 downside convexity option overlay consists of purchasing exchange-traded and over the counter (OTC) put options on the S&P 500 Index or an S&P 500 Index ETF.


Keywords: Exchange Traded Funds Inverse Exchange Traded Fund

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SPD Technical Analysis

Exchange: NYSE ARCA

Country: US

Currency: US Dollar ($)

Category: Large Blend

Asset Allocation
Asset Class Long % Short % Net Assets
Stock US 99.56 1.09 98.48
Stock non-US 1.10 0.00 1.10
Cash 0.42 0.00 0.42
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
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