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Sofi

Sofi Parent Rating

Average

Sofi's track record as a steward is mixed, leading to an Average Parent Pillar rating.

One area of strength is the firm’s favorable fees for open-end and exchange-traded funds, demonstrating a firm-wide commitment to minimizing costs and maximizing investors’ returns. Fees for funds are, on average, within the cheapest quintile of similarly distributed strategies. Portfolio manager turnover at Sofi has been low since the firm's inception, building confidence that the firm is working to establish a stable and engaging culture. An average tenure of only three years among the longest-tenured managers at Sofi is concerning. In isolation, seasoned teams tend to have more experience to draw upon should they need to weather turbulent market conditions.

Sofi Investments

Exchange-Traded Funds

See All Sofi ETFs

Market

US ETFs

Total Net Assets

749.13 Mil

Investment Flows (TTM)

109.38 Mil

Asset Growth Rate (TTM)

20.40%

# of Share Classes

9
Morningstar Rating # of Share Classes
1
1
0
0
3
Not Rated 4

Morningstar Mentions

No-moat SoFi Technologies reported strong fourth-quarter results with impressive user growth and student loan origination volumes that came in above our expectations for the quarter.

Stock undervalued as rapid deposit growth more than offsets uninspiring loan volume.

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