Morningstar

SoFi Next 500 ETF SFYX

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

Morningstar’s Analysis SFYX

Will SFYX 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 SFYX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the SFYX 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 SFYX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Weakness in SoFi Next 500 ETF's Process and People Pillar ratings limits this strategy to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings SFYX

More SFYX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 7.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Dynatrace Inc Ordinary Shares

0.90 876,373
Technology

Blue Owl Capital Inc Ordinary Shares - Class A

0.85 827,292
Financial Services

TechnipFMC PLC

0.73 707,895
Energy

Pure Storage Inc Class A

0.73 706,626
Technology

FTAI Aviation Ltd

0.70 680,581
Industrials

Nutanix Inc Class A

0.70 676,516
Technology

Interactive Brokers Group Inc Class A

0.65 632,555
Financial Services

Molson Coors Beverage Co Shs -B- Non-Voting

0.65 629,096
Consumer Defensive

Robinhood Markets Inc Class A

0.65 627,141
Financial Services

Regal Rexnord Corp

0.62 603,306
Industrials

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