Key stats
About Simplify Exchange Traded Funds Simplify Tara India Opportunities ETF
Home page
Inception date
Mar 4, 2024
Structure
Open-Ended Fund
Dividend treatment
Distributes
Distribution tax treatment
Qualified dividends
Income tax type
Capital Gains
Max ST capital gains rate
39.60%
Max LT capital gains rate
20.00%
Primary advisor
Simplify Asset Management, Inc.
IOPP invests in equity securities of Indian issuers positioned to benefit from its key themes relating to the countrys growing middle class, sectors with increasing economic participation, and the governments focus on defense, green energy, and exports. The fund invests in Indian companies perceived as high quality with potential for long-term growth and capital appreciation. The actively managed fund invests in companies with no restriction to market capitalization. The portfolio managers use a bottom-up selection process that identifies stocks through company-specific research and analysis. The process starts with 800-1,000 stocks that are screened using multiple factors, such as an evaluation of a companys competitive position, management, growth potential, and track record. Companies are further narrowed down using KPIs, model building, and valuations. To maintain the portfolio and ensure diversification, securities are monitored by tracking news and analyzing quarterly results.
Classification
What's in the fund
Exposure type
Consumer Durables
Consumer Non-Durables
Producer Manufacturing
Finance
Stock breakdown by region
Top 10 holdings
Summarizing what the indicators are suggesting.
Oscillators
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Oscillators
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Displays a symbol's price movements over previous years to identify recurring trends.