Simplify Opportunistic Income ETF (CRDT)
ARCA ARCA Primary Summary
CRDT Chart
Opportunistic Bond Investing With CRDT: Less 'Fixed,' More 'Income'
In contrast to many bond funds that maintain fairly static or fixed positions that mimic their benchmarks, CRDT aims to invest where there is value. In so doing, it seeks to generate income and return and can play a pivotal role as part of a well-diversified overall portfolio. CRDT employs a quantitative approach for monitoring relationships between sectors, issuers, and securities. The goal is to identify mispricings where payoff profiles are highly asymmetric. CRDT aims to exploit market inefficiencies in the valuation of complex and difficult-to-model securities.
Simplify Opportunistic Income ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JF Joshua Frierdich Mid-American Wealth Advisory Group Inc. | 201,104 | $4.85M | $4.74M | -$113,058.47 | -2.33% |
| JD John DeMarco Trajan Wealth LLC | 8,934 | $211,373.4 | $209,949 | -$1,424.4 | -0.67% |
 Bryan Gort Quest 10 Wealth Builders, Inc. | 113 | $2,688.58 | $2,662.28 | -$26.3 | -0.98% |
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Simplify Opportunistic Income ETF Profile
| ARCA Exchange | US Country |
Overview
The fund is an actively managed exchange-traded fund (ETF) focused on generating income through a diversified investment approach. Primarily, it aims to invest in a mix of income producing fixed income securities. By taking an active management approach, the fund seeks to adapt its portfolio according to the changes in market conditions and interest rates to optimize returns for its investors. The fund positions itself to be attractive to investors looking for regular income combined with a potential for capital appreciation through carefully selected bond and preferred stock investments across both U.S. and international markets.
Products and Services
- Investment Grade Corporate Bonds
These are bonds issued by corporations with a high credit rating from a recognized credit rating agency. They are deemed to be at lower risk of default than those of lower credit ratings, making them a more secure investment option for income-seeking investors.
- High Yield ("Junk") Corporate Bonds
Contrary to investment grade, these bonds have lower credit ratings and thus carry a higher risk of default. However, they offer higher interest rates to compensate for the increased risk, targeting investors who are willing to take on more risk for the potential of higher returns.
- Preferred Stock
Preferred stocks are a type of equity that often pays dividends at a fixed rate and has priority over common stock in the payment of dividends and upon liquidation. Investing in preferred stock can be a way for the fund to achieve higher income returns while maintaining a diversified portfolio.
- U.S. Treasury Bonds
These government bonds are considered one of the safest investments since they are backed by the full faith and credit of the U.S. government. They offer a secure, though typically lower, rate of return which can provide stability and risk management within the fund's portfolio.
- Bank Loans
Investing in bank loans can offer the fund exposure to credit markets with potentially higher yields compared to traditional fixed income securities. These are usually senior debt instruments that are secured against company assets, thus providing a degree of protection in the case of default.
