This fund generally commits a significant portion—at least 80%—of its total investments (including any borrowed capital for funding purposes) to stocks issued by smaller American companies. The manager primarily gains this exposure to equities by acquiring exchange-traded funds (ETFs) that predominantly invest in small-capitalization businesses. Furthermore, up to 20% of the fund's assets are dedicated to a unique options strategy designed to offer downside convexity.

iShares Core S&P Small-Cap ETF

Industrials

Financial Services

Technology

Consumer Cyclical

Healthcare

Real Estate

Consumer Defensive

Basic Materials

Energy

Communication Services

Simplify US Small Cap PLUS Downside Convexity ETF

Under normal circumstances, the fund will invest at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities of U.S. small capitalization companies. The adviser pursues its equity strategy primarily by purchasing exchange-traded funds ("ETFs") that invest principally in equity securities of small cap companies. Up to twenty percent of the fund’s net assets will be subject to the fund’s downside convexity option overlay.

RTYD Holdings & Sector Breakdown