Simplify Next Intangible Core Index ETF

Shareclass
Simplify Next Intangible Core Index ETF (NXTI)
Type
Exchange-traded fund

Equity & Justice

Exclusions







EQUITY & JUSTICE RATINGS

Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity

GENDER EQUALITY

Fund Simplify Next Intangible Core Index ETF

FUND COVERAGE
# of holdings200
% of assets100%
Score
50 / 100
Rank

7.7 percentile

Group: U.S. Large Cap Equity

Rank: #1,350 out of 1,462

Grade
F

Gender equality ratings are calculated using data from the Equileap Gender Equality Scorecard from Equileap.

Sub-scores & KPIs

Gender Equality: Gender Balance in Leadership and Workforce

24 / 40

Gender Equality: Equal Compensation and Work Life Balance

8 / 30

Gender Equality: Policies Promoting Gender Equality

17 / 20

Gender Equality: Commitment, Transparency, and Accountability

0 / 10

Fund Holdings: Gender Equality

Highest scoring holdings

Highest scoring holdings

Top 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. Mondelez International Inc Class A
         % of fund invested: 0.23%
         $USD invested: $67,655
  • 2. Mastercard Inc Class A
         % of fund invested: 2.87%
         $USD invested: $843,545
  • 3. Philip Morris International Inc
         % of fund invested: 0.72%
         $USD invested: $212,482
  • 4. New York Times Co Class A
         % of fund invested: 0.13%
         $USD invested: $37,941
  • 5. Ralph Lauren Corp Class A
         % of fund invested: 0.14%
         $USD invested: $42,331
  • 6. Expedia Group Inc
         % of fund invested: 0.12%
         $USD invested: $34,414
  • 7. Uber Technologies Inc
         % of fund invested: 0.89%
         $USD invested: $262,560
  • 8. PepsiCo Inc
         % of fund invested: 0.58%
         $USD invested: $170,073
  • 9. Autodesk Inc
         % of fund invested: 0.94%
         $USD invested: $275,738
  • 10. Colgate-Palmolive Co
         % of fund invested: 0.34%
         $USD invested: $100,165
Lowest scoring holdings

Lowest scoring holdings

Bottom 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. TG Therapeutics Inc
         % of fund invested: 0.12%
         $USD invested: $35,114
  • 2. Carvana Co Class A
         % of fund invested: 0.24%
         $USD invested: $71,676
  • 3. BridgeBio Pharma Inc
         % of fund invested: 0.2%
         $USD invested: $59,627
  • 4. Chewy Inc
         % of fund invested: 0.13%
         $USD invested: $38,630
  • 5. Tempus AI Inc Class A common stock
         % of fund invested: 0.18%
         $USD invested: $52,462
  • 6. Rocket Lab Corp
         % of fund invested: 0.09%
         $USD invested: $25,249
  • 7. Madrigal Pharmaceuticals Inc
         % of fund invested: 0.21%
         $USD invested: $61,002
  • 8. Palantir Technologies Inc Ordinary Shares - Class A
         % of fund invested: 5.25%
         $USD invested: $1.54M
  • 9. Corcept Therapeutics Inc
         % of fund invested: 0.17%
         $USD invested: $49,783
  • 10. Brown & Brown Inc
         % of fund invested: 0.1%
         $USD invested: $29,919

Fund manager statement

We invite fund managers to take our survey and provide more information on how they integrate principles of justice and equity in their investment strategy.

Manager survey




EXCLUSION RATINGS

Prisons & Borders
Military Weapons

PRISONS & BORDERS

Fund Simplify Next Intangible Core Index ETF

Totals

Holdings
Assets
Weight
Prisons
7
$3.16M
11%
     Prisons high risk
1
$303,641
1.03%
     Private prisons
0
$0
0%
Borders
3
$1.89M
6.43%
     Borders high risk
2
$1.85M
6.28%
Total
9
$4.74M
16%
Full fund results

Holdings — 9 flagged holdings

1.
Palantir Technologies Inc Ordinary Shares - Class A
Borders
$1.54M
5.25%
Borders :
$1.54M
5.25%
2.
Walmart Inc
Prisons
$1.43M
4.87%
Prisons
$1.43M
4.87%
3.
Berkshire Hathaway Inc Class B
Prisons
$1.04M
3.53%
Prisons
$1.04M
3.53%
4.
Motorola Solutions Inc
Prisons
Borders
$303,641
1.03%
Prisons
Borders :
$303,641
1.03%
5.
3M Co
Prisons
$130,506
0.44%
Prisons
$130,506
0.44%
6.
The Kroger Co
Prisons
$97,812
0.33%
Prisons
$97,812
0.33%
7.
Target Corp
Prisons
$92,301
0.31%
Prisons
$92,301
0.31%
8.
Elevance Health Inc
Prisons
$67,532
0.23%
Prisons
$67,532
0.23%
9.
CACI International Inc Class A
Borders
$41,898
0.14%
Borders :
$41,898
0.14%
More from Invest Your Values
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