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

Simplify Opportunistic Income ETF
Simplify Opportunistic Income ETF • Simplify
$23.69 ▲ 1.38% (+0.32)
Managing Company Simplify
Asset Under Management $36.38M
Inception Date Jun 26, 2023
Expense Ratio 0.99%
52w High $24.65
52w Low $21.69
Volume 596
Avg Volume 6,177
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
89.96%
Real Estate Real Estate
8.93%
Financial Services Financial Services
0.57%
Consumer Cyclical Consumer Cyclical
0.54%

ASSET ALLOCATION BY REGION

United States flag United States
74.27%
Other
21.53%
Norway flag Norway
2.86%
Luxembourg flag Luxembourg
1.33%

Holdings (Top 20)

RITM

RITM

Rithm Capital Corp.

Weight: 10.34% Shares: 411.59K Value: $3.81M
MFA

MFA

MFA Financial, Inc.

Weight: 5.38% Shares: 209.00K Value: $1.98M
DX

DX

Dynex Capital, Inc.

Weight: 4.89% Shares: 139.98K Value: $1.80M
NLY

NLY

Annaly Capital Management, Inc.

Weight: 4.86% Shares: 84.00K Value: $1.79M
AGNC

AGNC

AGNC Investment Corp.

Weight: 3.20% Shares: 115.48K Value: $1.18M
ARR

ARR

ARMOUR Residential REIT, Inc.

Weight: 2.53% Shares: 53.90K Value: $930.31K
FLL

FLL

Full House Resorts, Inc.

Weight: 2.39% Shares: 350.60K Value: $880.01K
OWL

OWL

Blue Owl Capital Inc.

Weight: 2.09% Shares: 76.50K Value: $770.36K
CIM

CIM

Chimera Investment Corporation

Weight: 1.88% Shares: 51.02K Value: $690.88K