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Morningstar

Sofi

Sofi Parent Rating

Average
Morningstar Manager Research

Sofi is an industry-standard asset manager, resulting in an Average Parent Pillar rating.

A strength of Sofi is that its product shelf of open-end and exchange-traded funds is, on average, offered at a minimal cost, suggesting that it considers what's best for its investor base. On average, fees for funds are in the lowest quintile of respective category peers. A negative contributor to Sofi's rating is its lower-than-average portfolio management retention over the past five years, as elevated turnover bears watching. The Sofi roster of open-end and exchange-traded funds has had below-average risk-adjusted performance, as seen in its average three-year Morningstar Rating of 2.0 stars.

Sofi Investments

Exchange-Traded Funds

See All Sofi ETFs

Market

US ETFs

Total Net Assets

961.41 Mil

Investment Flows (TTM)

219.07 Mil

Asset Growth Rate (TTM)

38.23%

# of Share Classes

4
Morningstar Rating # of Share Classes
0
0
1
1
1
Not Rated 1
Name
Morningstar Rating Overall
5-Year Category Rank
SoFi Select 500 ETF40
SoFi Next 500 ETF90
SoFi Social 50 ETF71
SoFi Enhanced Yield ETF——
View All 5-Star Standouts

Morningstar Mentions

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

Quick Definitions: Key Morningstar Terms

  • Category

    A category is a way to group investments based on similar risk, return, and behavior profiles.

  • Morningstar Medalist Rating for Funds

    The Morningstar Medalist Rating for funds is a five-tier system used to analyze how fees will impact different securities in the long term.

  • 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.

  • Percentile Rank

    Percentile rank is how an investment’s return, risk, or other metric compares with other investments in its Morningstar Category.

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