Prices may be delayed up to 15 min. Not investment advice. News volume: articles in the 4Search index each day.
Key statistics Previous close 41.44
Open 41.80
Day range 41.55 41.80
52-week range 35.72 43.93
Off day high −0.60%
Off 52-week high −5.42%
Volume 2.39K
Avg. volume (3M) 7.53K
Net assets 100.71M
Expense ratio 0.53%
Yield 1.20%
YTD return +6.92%
50-day average 42.14
200-day average 40.42
No recent coverage in the 4Search index.
From articles in the 4Search news index.
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 strategy includes purchasing exchange-traded and over-the-coun…
Fund family Simplify Asset Management
Category Large Blend
Top 2 holdings iShares Core S&P 500 ETF IVV Simplify Barrier Income ETF SBAR Sector weights Technology 40.5% Financial Services 11.2% Communication Services 10.0% Healthcare 9.3% Consumer Cyclical 8.7% Industrials 7.5% Consumer Defensive 4.3% Energy 3.4% From the fund issuer's daily holdings file.
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A day counts when it ranked in the top 25 of a list. Tracked since Oct 10, 2026.
Market data is provided for information only and comes from free public sources. Prices may be delayed up to 15 minutes; data may be incomplete or inaccurate. Nothing on this page is investment advice or a recommendation to buy or sell any security. News and coverage analytics are drawn from the 4Conservative index. Terms of use .