CRDT - Simplify Opportunistic Income ETF ETF Analysis | Stock Taper
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CRDT

Simplify Opportunistic Income ETF
Simplify Opportunistic Income ETF • Simplify
$23.51 ▼ -0.08% (-0.02)
Managing Company Simplify
Asset Under Management $69.06M
Inception Date Jun 26, 2023
Expense Ratio 0.99%
52w High $25.99
52w Low $22.96
Volume 1,741
Avg Volume 30,265
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
80.21%
Real Estate Real Estate
18.23%
Utilities Utilities
0.98%
Financial Services Financial Services
0.98%
Industrials Industrials
0.96%
Consumer Cyclical Consumer Cyclical
0.65%
Consumer Defensive Consumer Defensive
0.58%
Technology Technology
0.12%

ASSET ALLOCATION BY REGION

Other
80.36%
United States flag United States
18.38%
Ireland flag Ireland
0.67%
Canada flag Canada
0.36%
United Kingdom flag United Kingdom
0.28%
Bermuda flag Bermuda
0.17%

Holdings (Top 20)

MFA

MFA

MFA Financial, Inc.

Weight: 3.42% Shares: 202.50K Value: $1.91M
NLY

NLY

Annaly Capital Management, Inc.

Weight: 3.29% Shares: 79.66K Value: $1.84M
DX

DX

Dynex Capital, Inc.

Weight: 2.68% Shares: 107.00K Value: $1.49M
ARR

ARR

ARMOUR Residential REIT, Inc.

Weight: 2.53% Shares: 78.00K Value: $1.41M
AGNC

AGNC

AGNC Investment Corp.

Weight: 2.52% Shares: 127.04K Value: $1.41M
CIM

CIM

Chimera Investment Corporation

Weight: 1.14% Shares: 51.02K Value: $636.79K
FLL

FLL

Full House Resorts, Inc.

Weight: 0.76% Shares: 165.35K Value: $423.31K
QVCGA

QVCGA

QVC Group Inc.

Weight: 0.24% Shares: 16.70K Value: $136.07K