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Simplify Opportunistic Income ETF (CRDT): ETF

ETF traded on ARCX under symbol CRDT. Quoted in usd.

Simplify Opportunistic Income ETF logo

Simplify Opportunistic Income ETF

-0.30%$20.71
ARCX:CRDTFixed Income
AUM $25.83M·YTD --·Yield --
Simplify Opportunistic Income ETF logoARCX:CRDT$20.71-0.30%
About CRDT

The Simplify Opportunistic Income ETF (CRDT) primarily aims to deliver immediate income, with long-term growth of capital serving as a secondary goal. This actively managed fund employs an opportunistic credit approach, meticulously selecting securities from the high-yield, investment-grade, and distressed debt markets. Its comprehensive investment methodology integrates macroeconomic insights, quantitative analysis, and fundamental research to uncover unique opportunities, striving to generate superior returns (alpha) that enhance the diversification of typical investment portfolios. Asterozoa Capital, an alternative investment specialist, acts as the sub-advisor, bringing expertise in opportunistic investing across various levels of a company's capital structure, with a strong focus on mitigating risks and reducing correlations through careful portfolio design and hedging techniques.

Largest holdings

  1. US 2YR NOTE (CBT) DEC2636.46%
  2. US 5YR NOTE (CBT) DEC2616.58%
  3. US ULTRA BOND CBT DEC2615.88%
  4. RITM RITHM CAPI COM NPV2.99%
  5. PNT 2025-1 B1 Mtge1.48%
  6. Cash1.45%
  7. NAVSL 2021-BA R Mtge1.26%
  8. BHR BRAEMAR HT COM USD0.011.23%
  9. TWMAFI 12.25 02/10/29 Corp1.22%
  10. ORCL 6.5 01/15/29 D Pfd1.19%
Full holdings, sectors and countries
Dividend History
Benchmark Comparison
Compared against
Performance Returns
Drawdown Chart
Analyst Coverage
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Total Invested
$70,000
Final Portfolio
$106,842
Total Return
+$36,842
(+52.6%)
Dividends Reinvested
$0
compounded into portfolio
Defaults are seeded from historical performance and trailing twelve-month yield. Past performance is not a forecast. Feel free to adjust any input to model your own assumptions.
ETF Key Metrics
AUM$25.83M
NAV$20.66
Premium/Discount+0.26%
Expense Ratio0.97%
Market Cap--
Shares Outstanding--
Inception DateJun. 26, 2023
Fund Details
IssuerSimplify
Asset ClassFixed Income
Beta--
SectorFinancial Services
DomicileUS
52-Week Range
$19.94$23.98
Current: $20.71
Volume
Volume169
Avg Volume6.54K
Vol/Avg0.03x

30d

8.38K

60d

6.15K

90d

7.39K

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