Morningstar

SoFi Select 500 ETF SFY

Morningstar Medalist Rating
Medalist Rating as of | See Sofi Investment Hub

Morningstar’s Analysis SFY

Will SFY outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable SFY’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the SFY management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of SFY’s parent organization’s priorities and whether they’re in line with investors’ interests.

The combination of a middling Process Pillar rating and a Below Average People Pillar rating limit SoFi Select 500 ETF to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the lowest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings SFY

More SFY Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 43.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

14.97 133.0 Mil
Technology

Amazon.com Inc

8.49 75.4 Mil
Consumer Cyclical

Microsoft Corp

4.85 43.1 Mil
Technology

Apple Inc

4.16 37.0 Mil
Technology

Meta Platforms Inc Class A

2.79 24.8 Mil
Communication Services

Berkshire Hathaway Inc Class B

1.82 16.2 Mil
Financial Services

JPMorgan Chase & Co

1.63 14.5 Mil
Financial Services

Eli Lilly and Co

1.57 14.0 Mil
Healthcare

Broadcom Inc

1.40 12.5 Mil
Technology

Alphabet Inc Class A

1.31 11.7 Mil
Communication Services

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