Simplify Interest Rate Hedge ETFPFIX
PFIX
0
Funds holding %
of 6,831 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
0.38% less ownership
Funds ownership: 35.53% [Q2] → 35.15% (-0.38%) [Q3]
17% less capital invested
Capital invested by funds: $51.6M [Q2] → $42.7M (-$8.87M) [Q3]
21% less funds holding
Funds holding: 47 [Q2] → 37 (-10) [Q3]
38% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 13
56% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 16
100% less funds holding in top 10
Funds holding in top 10: 1 [Q2] → 0 (-1) [Q3]
Research analyst outlook
We haven’t received any recent analyst ratings for PFIX.
Financial journalist opinion
Positive
Zacks Investment Research
2 weeks ago
Interest Rate Hedge ETF (PFIX) Hits New 52-Week High
For investors seeking momentum, Simplify Interest Rate Hedge ETF PFIX is probably on the radar. The fund just hit a 52-week high and is up 55% from its 52-week low price of $37.00/share.
Neutral
Zacks Investment Research
3 weeks ago
5 Top-Performing ETFs of December
Wall Street has delivered a mixed performance over the past month, boosted by the Trump trade, which was somewhat subdued by the hawkish Fed cues.
Positive
Seeking Alpha
1 month ago
PFIX: Whopper Yield Won't Last, This Is A Hedging Tool
PFIX functions as a hedge against interest rate hikes, using long-dated options on 20-year US Treasury bonds and Treasuries. With the Federal Reserve cutting rates, PFIX's near-term returns are likely to be negative, making it less compelling to buy now. PFIX's 80% yield is misleading, stemming from a single distribution in December 2023, and may disappear from screeners soon.
Neutral
Business Wire
2 months ago
Simplify Provides Estimated Capital Gain Distribution Information for 2024
NEW YORK--(BUSINESS WIRE)--Simplify announced today that it expects to deliver capital gains distributions across six Simplify ETFs.
Positive
Zacks Investment Research
2 months ago
5 Best-Performing ETFs of October
Wall Street delivered a muted performance in October. But these ETFs returned more than 10%.
Neutral
Seeking Alpha
4 months ago
PFIX: Today's Stimulus Sows Tomorrow's Inflation
The PFIX ETF's short to medium-term outlook is negative due to the Federal Reserve's anticipated rate-cutting cycle in response to a weakening U.S. economy. Despite current challenges, investors may want to keep an eye on the PFIX, as today's Fed rate cuts may lead to tomorrow's inflation. Furthermore, America's budget deficits remain large and unsustainable and may boost long-term interest rates down the line.
Neutral
Zacks Investment Research
5 months ago
4 Best ETFs of Last Week
Wall Street was subdued last week.
Positive
Seeking Alpha
6 months ago
Best-Performing Bond ETFs For 2024
2024 has been a tough year for most bond funds, as delayed rate hikes led to lower bond prices. Some bond ETFs have managed to outperform in spite of these tough conditions. These tend to focus on investments with low, sometimes negative, duration.
Neutral
Seeking Alpha
6 months ago
PFIX: Trump Policies Potentially Inflationary
With Trump's election odds rising, investors need to start considering the implications of his policies. I believe Trump's policies are inflationary, which may lead to higher long-term interest rates in response. Even if Democrats win, America's fiscal situation remains dire and the path of least resistance may be higher long-term interest rates.
Negative
Zacks Investment Research
7 months ago
High Rates to Stay? Secure Your Portfolio With These ETFs
Federal Reserve Governor, Michelle Bowman, recently expressed a hawkish view regarding the future path of interest rates. Look into ETFs to secure your portfolio for any future uncertainties.
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