Stop waiting for your nest egg to hatch.
Simplify Target 15 Distribution ETF (XV) is built on a simple idea: your nest egg shouldn’t have to choose between traditional bonds and stocks. Get income potential through a strategy designed to balance income and risk, with distributions paid monthly.
There is no certainty this distribution target will be achieved. Distributions, if any, are expected to be paid monthly; however, the amount and timing of distributions are not assured and may vary.
Bonds are typically lower risk. Stocks are typically higher risk. You want something in between.
Higher income potential. Potentially lower
risk than stocks. Paid monthly.
Beyond Bonds
XV targets income potential that goes further than traditional bonds without necessarily taking on stock-market-level risk to get there.
Steady by Design
XV is designed to carry less potential downside risk than stocks, while pursuing income with fewer of the stock market's ups and downs.
Potential Monthly Income
XV targets a 15% annualized distribution rate, with distributions paid monthly, rather than a once-a-year payday to plan around.
There is no certainty this distribution target will be achieved. Distributions, if any, are expected to be paid monthly;
however, the amount and timing of distributions are not assured and may vary.
Your money should be working for you, not sitting idle.
You put in the hard work saving for retirement, now it's your turn to reap the reward. XV is designed to put your money to work pursuing monthly income, so you can stop waiting for “someday” and start putting your savings to work now.
It's easier than you think to get started.
Find XV on Your Brokerage App
XV is available on most major brokerage platforms, like the one you may already be using. Just add it to your portfolio like you would any other investment.
Prefer to work through a financial advisor? Start a conversation about how XV works and whether it may be appropriate for your portfolio.
FAQs
It means XV is designed and managed with the goal of distributing 15% per year, paid monthly. This is a target, not a guarantee and actual distributions can vary.
XV is designed to target lower downside risk than stocks, but as with any investment, there is no guarantee against loss and investing involves risk.
XV is available on most major brokerage platforms. Search for the ticker symbol XV in your brokerage's search bar. If you work with a financial advisor, start a conversation about how XV works and whether it may be appropriate for your portfolio.