Sofi remains well-positioned in an increasingly competitive industry, earning it an Above Average Parent Pillar rating. One of the most notable selling points of Sofi is its favorable fees for open-end and exchange-traded funds, signifying a dedication to investor interests. The firm's fees across their funds, on average, fall into the lowest quintile of peer strategies. Sofi has proven successful at retaining portfolio management talent, and providing continuity for strategies, as displayed by low turnover compared with peers since the firm's inception. A cause for concern at Sofi are its relatively inexperienced longest-tenured managers. In particular, average asset-weighted tenure across portfolio managers is only four years, which contributes negatively to its rating.
Sofi
Sofi Investments
Market
US ETFsTotal Net Assets
530.89 MilInvestment Flows (TTM)
92.42 MilAsset Growth Rate (TTM)
18.42%# of Share Classes
8
Morningstar Rating
|
# of Share Classes
|
|---|---|
| 0 | |
| 1 | |
| 0 | |
| 0 | |
| 3 | |
| Not Rated | 4 |
0%
25
50
Name
|
Morningstar Rating Overall
|
5-Year Category Rank
|
|---|---|---|
| SoFi Select 500 ETF | — | |
| SoFi Social 50 ETF | — | |
| SoFi Be Your Own Boss ETF | — | |
| SoFi Next 500 ETF | — | |
| SoFi Smart Energy ETF | — | — |
The Morningstar Star Rating for Funds is a purely quantitative measure of a fund's past performance, measured from one to five stars.
Star ratings are calculated at the end of every month.
Investments must have at least 36 continuous months of total returns to receive a rating.
Morningstar Mentions
SoFi Reports Solid Q4 Earnings
Stock undervalued as rapid deposit growth more than offsets uninspiring loan volume.
SoFi Reports Strong Q4 Earnings
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.
SoFi Posts Strong Q3 Earnings as Interest Income and Momentum in Financial Services Drive Results
SoFi stock’s fair value estimate to be maintained at $15 per share.
Quick Definitions: Key Morningstar Terms
Morningstar Rating™ for Funds
The Morningstar Rating for Funds, often referred to as the Star Rating, measures a fund’s past performance compared to similar funds on a risk-adjusted basis.
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The Morningstar Analyst Rating` for funds is a forward-looking, qualitative rating. It helps investors find funds most likely to outperform their peers over a full market cycle.
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