ETF overview
The Simplify Currency Strategy ETF (FOXY) is designed to achieve capital appreciation through actively managing long and short positions in various international currencies. Its investment approach leverages a "carry" strategy focused on emerging market currencies, alongside a mean-reversion strategy applied to G10 currencies. The fund's objective is to deliver a distinct stream of returns that exhibits minimal correlation to traditional asset classes such as equities and fixed income, thereby serving as a valuable tool for enhancing portfolio diversification.
Fund facts
- Expense ratio
- 0.81%
- Fund assets
- 214.9M USD (all share classes)
- Issuer
- Simplify
- Inception date
- Feb 3, 2025
- Number of holdings
- 5
Breakdown
Holdings (5)
| Name | Ticker | Weight |
|---|---|---|
| SIMPLIFY E GOVT MONEY MKT ETF | SBIL | 65.35% |
| B 1/28/27 Govt | 11.72% | |
| B 12/3/26 Govt | 11.45% | |
| B 3/11/27 Govt | 10.88% | |
| B 12/31/26 Govt | 1.30% |
Historical returns do not guarantee future returns. This is not investment advice.
- Expense ratio
- 0.81%
- Fund assets
- 214.9M USD (all share classes)
- Issuer
- Simplify
- Inception date
- Feb 3, 2025
- Number of holdings
- 5
| Name | Ticker | Weight |
|---|---|---|
| SIMPLIFY E GOVT MONEY MKT ETF | SBIL | 65.35% |
| B 1/28/27 Govt | 11.72% | |
| B 12/3/26 Govt | 11.45% | |
| B 3/11/27 Govt | 10.88% | |
| B 12/31/26 Govt | 1.30% |
The Simplify Currency Strategy ETF (FOXY) is designed to achieve capital appreciation through actively managing long and short positions in various international currencies. Its investment approach leverages a "carry" strategy focused on emerging market currencies, alongside a mean-reversion strategy applied to G10 currencies. The fund's objective is to deliver a distinct stream of returns that exhibits minimal correlation to traditional asset classes such as equities and fixed income, thereby serving as a valuable tool for enhancing portfolio diversification.
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