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 the 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.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

SoFi Select 500 ETF holds a quantitatively derived Silver Morningstar Medalist Rating. The rating reflects that it has scored well on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
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 43.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

15.00 106M
Technology

Microsoft Corp

5.24 37M
Technology

Apple Inc

5.20 37M
Technology

Broadcom Inc

3.37 24M
Technology

Micron Technology Inc

3.17 22M
Technology

Amazon.com Inc

3.07 22M
Consumer Cyclical

Eli Lilly and Co

2.62 18M
Healthcare

Meta Platforms Inc Class A

2.30 16M
Communication Services

Alphabet Inc Class A

2.06 15M
Communication Services

Alphabet Inc Class C

1.91 13M
Communication Services

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