Prices may be delayed up to 15 min. Not investment advice. News volume: articles in the 4Search index each day.
Key statistics Previous close 49.02
Open 49.11
Day range 49.01 49.16
52-week range 42.89 52.08
Off day high −0.10%
Off 52-week high −5.70%
Volume 6.46K
Avg. volume (3M) 103.72K
Net assets 253.51M
Expense ratio 0.53%
Yield 6.45%
YTD return +11.48%
50-day average 49.47
200-day average 48.20
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 an upside convexity option overlay strategy to the equity investments. Under normal circumstances, the fund 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”).
Fund family Simplify Asset Management
Category Large Blend
Top 1 holdings iShares Core S&P 500 ETF IVV 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 .