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Simplify Opportunistic Income (CRDT) ETF Holdings & Analysis
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What CRDT does
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.
Fund profile
Top holdings
| Holding | Weight | |
|---|---|---|
| US 2YR NOTE (CBT) DEC26 | 37.13% | |
| US 5YR NOTE (CBT) DEC26 | 16.91% | |
| US ULTRA BOND CBT DEC26 | 8.19% | |
| RITHM CAPI COM NPV | 3.01% | |
| DYNEX CAPI COM USD0.01(POST REV SPL | 1.54% | |
| BRAEMAR HT COM USD0.01 | 1.54% | |
| FULL HSE RESORTS INC USD 0.0001 | 1.54% | |
| PNT 2025-1 B1 Mtge | 1.52% | |
| CIM V7.75 PERP C Pfd | 1.47% | |
| ANNALY CAP COM USD0.01(POST REV SPL | 1.46% |
Sector allocation
| Cash & Others | 0.01% |
| Consumer Cyclical | 6.87% |
| Financial Services | 9.12% |
| Real Estate | 84.00% |
Geographic allocation
| United States | 69.73% |
| Other | 25.59% |
| Norway | 3.21% |
| Luxembourg | 1.46% |
PortView Portfolio Insights
PortView analyzes how CRDT fits your actual portfolio — position weight, ETF overlap with your other funds, sector and geographic exposure, concentration, and how this fund contributes to your portfolio risk and return. Connect a portfolio to see your personalized figures; PortView never shows another user's private holdings.
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Frequently asked questions
- What does CRDT track?
- CRDT is the Simplify Opportunistic Income ETF, a Other ETF.
- What is the expense ratio of CRDT?
- Expense ratio data for CRDT is shown on the page when available from our data provider.
- What are the largest holdings in CRDT?
- Top holdings include US 2YR NOTE (CBT) DEC26, US 5YR NOTE (CBT) DEC26, US ULTRA BOND CBT DEC26, RITM, DX.
- How can PortView analyze CRDT overlap with other ETFs?
- PortView computes the holdings overlap between CRDT and the other ETFs and stocks you own, plus your combined sector and geographic exposure, so you can see true diversification.
The information provided by PortView is for informational and educational purposes only and does not constitute investment advice. Market data may be delayed. Past performance does not guarantee future results.