SURI

Simplify Propel Opportunities ETF

$15.89
+0.00%
Market closed. Last update: 10:57 PM ET

📎 Investment Objective

The Simplify Propel Opportunities ETF (SURI) seeks to provide exposure to a diversified portfolio of alternative investment strategies, with the goal of generating positive returns in a variety of market environments.

Overview

ETF tracking Simplify Propel Opportunities ETF

Category Other
Issuer Other
Inception Date 2023-02-08
Market Cap $69.8M
Average Volume N/A
Dividend Yield 17.11%
52-Week Range $12.71 - $24.04
VWAP $15.97

Performance

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Investment Summary

📎 Investment Objective

The Simplify Propel Opportunities ETF (SURI) seeks to provide exposure to a diversified portfolio of alternative investment strategies, with the goal of generating positive returns in a variety of market environments.

🎯 Investment Strategy

The fund invests in a mix of alternative asset classes and strategies, including managed futures, long/short equity, global macro, and other non-traditional approaches. The portfolio is actively managed to dynamically adjust exposures based on market conditions.

✨ Key Features

  • Exposure to a diversified portfolio of alternative investment strategies
  • Actively managed approach to adapt to changing market environments
  • Potential for positive returns in a variety of market conditions
  • Low expense ratio of 0.00%

⚠️ Primary Risks

  • Alternative investment strategies can be complex and carry higher risk than traditional asset classes
  • Actively managed approach may not always outperform the broader market
  • Limited performance history makes it difficult to evaluate long-term potential
  • Low assets under management could impact liquidity and trading efficiency

👤 Best For

This ETF may be suitable for investors seeking exposure to alternative investment strategies as a complement to their traditional stock and bond holdings. It may be most appropriate for investors with a higher risk tolerance and a longer-term investment horizon.