CRDT - Simplify Opportunistic In... Analysis | Stock Taper
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CRDT

Simplify Opportunistic Income ETF
Simplify Opportunistic Income ETF • Simplify
$23.18 ▼ -0.51% (-0.12)
Managing Company Simplify
Asset Under Management $37.91M
Inception Date Jun 26, 2023
Expense Ratio 0.99%
52w High $25.65
52w Low $21.69
Volume 600
Avg Volume 10,163
Asset Class Fixed Income

About Simplify Opportunistic Income ETF

The Simplify Opportunistic Income ETF (CRDT) seeks to provide current income, with long-term capital appreciation as a secondary objective. CRDT is an actively managed, opportunistic credit strategy focused on security selection within high-yield, investment grade, and distressed debt. By deploying a multi-step investment process that combines macroeconomic, quantitative, and fundamental...

SECTOR HOLDINGS

Cash & Others Cash & Others
86.46%
Real Estate Real Estate
12.31%
Financial Services Financial Services
1.23%

ASSET ALLOCATION BY REGION

United States flag United States
67.52%
Other
27.20%
Norway flag Norway
2.71%
Luxembourg flag Luxembourg
1.29%
Mexico flag Mexico
0.71%
Cayman Islands flag Cayman Islands
0.57%

Holdings (Top 20)

RITM

RITM

Rithm Capital Corp.

Weight: 9.02% Shares: 336.59K Value: $3.42M
MFA

MFA

MFA Financial, Inc.

Weight: 5.64% Shares: 209.00K Value: $2.14M
AGNC

AGNC

AGNC Investment Corp.

Weight: 2.98% Shares: 103.48K Value: $1.13M
NLY

NLY

Annaly Capital Management, Inc.

Weight: 2.97% Shares: 49.40K Value: $1.13M
DX

DX

Dynex Capital, Inc.

Weight: 2.93% Shares: 81.58K Value: $1.11M
OXLC

OXLC

Oxford Lane Capital Corp.

Weight: 2.64% Shares: 100.00K Value: $1.00M
ARR

ARR

ARMOUR Residential REIT, Inc.

Weight: 2.51% Shares: 53.90K Value: $950.80K
CIM

CIM

Chimera Investment Corporation

Weight: 1.84% Shares: 51.02K Value: $699.04K
OWL

OWL

Blue Owl Capital Inc.

Weight: 1.49% Shares: 57.50K Value: $566.38K
FLL

FLL

Full House Resorts, Inc.

Weight: 0.23% Shares: 33.95K Value: $88.62K