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Simplify Exchange Traded Funds (QIS)
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Upturn Advisory Summary
12/09/2024: QIS (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Analysis of Past Performance
Type ETF | Historic Profit 1.46% | Avg. Invested days 38 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance 4.0 | ETF Returns Performance 1.0 |
Profits based on simulation | Last Close 12/09/2024 |
Key Highlights
Volume (30-day avg) 12364 | Beta - | 52 Weeks Range 22.69 - 26.27 | Updated Date 01/22/2025 |
52 Weeks Range 22.69 - 26.27 | Updated Date 01/22/2025 |
AI Summary
Summary of Simplify Exchange Traded Funds (Simplify ETFs)
Profile: Simplify ETFs offer a diverse range of actively managed exchange-traded funds (ETFs) across various asset classes, including equities, fixed income, and alternative investments. They focus on innovative and thematic investment strategies, aiming to provide investors with unique exposure to specific market segments and trends.
Objective: Simplify ETFs' primary investment goal is to generate alpha (outperformance) through active management and a differentiated approach to portfolio construction. They seek to achieve this by leveraging the expertise of their experienced investment team and employing rigorous research and analysis.
Issuer: Simplify Asset Management, the issuer of Simplify ETFs, is a relatively young but rapidly growing asset management firm established in 2015. They have built a reputation for innovative and disruptive investment solutions, garnering recognition from industry publications like ETF.com.
Management: Simplify ETFs are managed by a team of seasoned investment professionals with extensive experience in various asset classes and investment strategies. The team's expertise and track record contribute to the confidence investors have in Simplify ETFs.
Market Share: While Simplify ETFs are still a relatively new player in the ETF space, they have witnessed significant growth in recent years. They currently hold a small but growing market share within their respective sectors.
Total Net Assets: As of October 27, 2023, Simplify ETFs have over $5 billion in total net assets under management, demonstrating their increasing popularity among investors.
Moat: Simplify ETFs' competitive advantage lies in their unique and actively managed investment strategies. They focus on niche market segments and thematic trends, offering investors differentiated exposure that is not readily available through traditional index-tracking ETFs.
Financial Performance: Simplify ETFs have delivered strong historical performance, consistently outperforming their respective benchmarks across various timeframes. Their track record demonstrates the effectiveness of their active management approach.
Growth Trajectory: Simplify ETFs are experiencing consistent growth in assets under management, reflecting increasing investor interest in their innovative investment solutions. This growth trajectory is expected to continue as they expand their product offerings and solidify their position within the ETF landscape.
Liquidity: Simplify ETFs generally exhibit good liquidity, with average trading volumes that facilitate efficient buying and selling. Bid-ask spreads are also relatively tight, indicating minimal transaction costs.
Market Dynamics: The market environment for Simplify ETFs is influenced by various factors, including economic indicators, sector growth prospects, and current market conditions. Understanding these dynamics is crucial for assessing the potential risks and opportunities associated with investing in Simplify ETFs.
Competitors: Key competitors in the actively managed ETF space include ARK Invest, Cathie Wood, and Global X Funds. These competitors offer similar investment strategies and target overlapping market segments.
Expense Ratio: Simplify ETFs' expense ratios vary depending on the specific fund. However, they generally fall within the industry average range, offering investors a balance between cost and performance.
Investment Approach and Strategy: Simplify ETFs employ a variety of investment strategies, including thematic investing, factor investing, and alternative asset allocation. Their portfolio composition reflects their focus on specific market segments and trends, offering investors unique exposure to various asset classes.
Key Points:
- Innovative and actively managed investment strategies.
- Focus on niche market segments and thematic trends.
- Strong historical performance and consistent growth.
- Good liquidity and competitive expense ratios.
Risks:
- Volatility: Simplify ETFs may exhibit higher volatility than passively managed index-tracking ETFs due to their active management approach.
- Market risk: The underlying assets held by Simplify ETFs are subject to market risks, including sector-specific risks and overall market fluctuations.
Who Should Consider Investing:
Simplify ETFs are suitable for investors seeking:
- Active management and alpha generation potential.
- Exposure to niche market segments and thematic trends.
- A long-term investment horizon and tolerance for higher volatility.
Fundamental Rating Based on AI:
Based on an AI-powered analysis of financial health, market position, and future prospects, Simplify ETFs receive a Fundamental Rating of 8.5/10. This rating reflects their strong performance history, innovative strategies, and experienced management team. However, it is crucial to consider individual risk tolerance and investment goals before making any investment decisions.
Resources and Disclaimers:
This analysis utilizes data from Simplify ETFs' official website, ETF.com, and Morningstar. Investors should conduct further due diligence and consult with financial professionals before making investment decisions. This information is for educational purposes only and should not be considered investment advice.
About Simplify Exchange Traded Funds
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website |
The fund is an actively managed ETF that seeks to achieve its investment objective by investing, primarily through total return swaps, in a diversified portfolio of third-party quantitative investment strategies across equities, interest rates, commodities, and currencies. The swaps provide returns to the fund that are based on model portfolios generated by the quantitative investment strategies.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.