Simplify Opportunistic Income ETF (CRDT) Price, Holdings, & News

ETF Overview

The Simplify Opportunistic Income ETF (CRDT) is an exchange-traded fund that mostly invests in broad credit fixed income. The fund is an actively managed fund that holds various fixed income securities from developed markets. The fund has no maturity and credit rating limitation CRDT was launched on Jun 26, 2023 and is managed by Simplify.

Key Stats

• Today's Range: $25.78 to $25.88
• 50-Day Range: $25.20 to $25.98
• 52-Week Range: $24.57 to $25.99
• Volume: 21,107 shs
• Average Volume: 17,171 shs
• Market Capitalization: $99.37 million
• Assets Under Management: $99.32 million
• Dividend Yield: 7.01%
• Net Expense Ratio: 0.50%
• Aggregate Rating: Moderate Buy

CRDT ETF - Frequently Asked Questions

How have CRDT shares performed this year?

Simplify Opportunistic Income ETF's stock was trading at $25.10 on January 1st, 2025. Since then, CRDT stock has increased by 2.8% and is now trading at $25.81.
View the best growth stocks for 2025 here.

Who are Simplify Opportunistic Income ETF's major shareholders?

Top institutional shareholders of Simplify Opportunistic Income ETF include Kovitz Investment Group Partners LLC (68.35%), Wealthcare Advisory Partners LLC (3.50%), Mid American Wealth Advisory Group Inc. (1.26%) and Napa Wealth Management (0.75%).

How do I buy shares of Simplify Opportunistic Income ETF?

Shares of CRDT stock can be purchased through any online brokerage account. Popular online brokerages with access to the U.S. stock market include Charles Schwab, E*TRADE, Fidelity, and Vanguard Brokerage Services.

Fund Details

• Issuer: Simplify Asset Management
• Fund Name: Simplify Opportunistic Income ETF
• Tax Classification: Regulated Investment Company
• Stock Exchange: NYSEARCA
• Current Symbol: NYSEARCA:CRDT
• Inception Date: 6/26/2023
• Fund Manager: Paul Kim, David Berns, Ken Miller, Joe Hegener
• Web: N/A
• Phone: N/A

Fund Focus

• Asset Class: Fixed Income
• Benchmark: N/A
• Category: Broad Debt
• Focus: Strategy
• Development Level: Blended Development
• Region: Global
• Number of Holdings: 105

Fund Statistics

• Assets Under Management: $99.32 million
• Average Daily Volume: $0.00
• Discount/Premium: 0.02%

Administrator, Advisor and Custodian

• Administrator: The Bank of New York Mellon Corporation
• Advisor: Simplify Asset Management Inc.
• Custodian: The Bank of New York Mellon Corporation
• Distributor: Foreside Financial Services, LLC
• Transfer Agent: The Bank of New York Mellon Corporation
• Trustee: N/A
• Lead Market Maker: Jane Street

Options

• Optionable: N/A
• Short Interest: 7,100 shs

Miscellaneous

• Outstanding Shares: 3,850,000
• Beta: 0.15
• Creation Unit: 25,000
• Creation Fee: $500.00