SURI 📈 Simplify Propel - Overview

Exchange: NYSE ARCA • Country: USA • Currency: USD • Type: Etf • ISIN: US82889N6242 • Health

SURI: Biotechnology, Pharmaceuticals, Healthcare, Life Sciences, Stocks, Bonds

The Simplify Propel Opportunities ETF (NYSE ARCA:SURI) is an actively managed exchange-traded fund that focuses on investing in the healthcare sector. This fund is designed to provide investors with exposure to a concentrated portfolio of securities from issuers in the biotechnology, pharmaceuticals, healthcare technology, and life science tools and services industries.

By concentrating its investments in these specific industries, the fund's Sub-Adviser aims to capitalize on growth opportunities and trends in the healthcare sector. This approach allows the fund to invest more than 25% of its net assets in these industries, providing a targeted investment strategy for investors looking to gain exposure to this space.

The fund's investment strategy is opportunistic and multi-asset, meaning it can invest in a range of securities, including common stock, preferred stock, convertible bonds, structured notes, corporate notes and bonds, and ETFs that primarily invest in these security types. This approach allows the fund to adapt to changing market conditions and seek out opportunities for growth and income.

It's worth noting that the fund is non-diversified, meaning it can invest a larger portion of its assets in a smaller number of securities. This approach can provide the potential for higher returns, but it also increases the risk of losses if the fund's investments do not perform well. As a result, investors should carefully consider their own risk tolerance and investment goals before investing in the Simplify Propel Opportunities ETF.

Additional Sources for SURI ETF

SURI ETF Overview

Market Cap in USD 116m
Category Health
TER 2.51%
IPO / Inception 2023-02-07

SURI ETF Ratings

Growth 5y 12.4%
Fundamental -
Dividend 60.2%
Rel. Performance Sector -1.72
Analysts -
Fair Price Momentum 20.01 USD
Fair Price DCF -

SURI Dividends

Dividend Yield 12m 17.57%
Yield on Cost 5y 17.28%
Annual Growth 5y -7.34%
Payout Consistency 100.00%

SURI Growth Ratios

Growth Correlation 3m 23.2%
Growth Correlation 12m 70.6%
Growth Correlation 5y 77%
CAGR 5y -0.95%
CAGR/Mean DD 5y -0.12
Sharpe Ratio 12m 0.26
Alpha -21.97
Beta 0.86
Volatility 30.47%
Current Volume 3.2k
Average Volume 20d 6.2k
What is the price of SURI stocks?
As of December 04, 2024, the stock is trading at USD 18.72 with a total of 3,182 shares traded.
Over the past week, the price has changed by -22.14%, over one month by -24.24%, over three months by -17.65% and over the past year by +6.82%.
Is Simplify Propel a good stock to buy?
Neither. Based on ValueRay Analyses, Simplify Propel is currently (December 2024) neither a good nor a bad stock to buy. It has a ValueRay Growth Rating of 12.41 and therefor a technical neutral rating according to historical growth.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of SURI as of December 2024 is 20.01. This means that SURI is currently overvalued and has a potential downside of 6.89%.
Is SURI a buy, sell or hold?
Simplify Propel has no consensus analysts rating.
What are the forecast for SURI stock price target?
According to ValueRays Forecast Model, SURI Simplify Propel will be worth about 22.2 in December 2025. The stock is currently trading at 18.72. This means that the stock has a potential upside of +18.32%.
Issuer Forecast Upside
Wallstreet Target Price - -
Analysts Target Price - -
ValueRay Target Price 22.2 18.3%