Morningstar

SoFi Select 500 ETF SFY

Medalist Rating as of Sep 30, 2026 See Sofi Investment Hub

Strategy

The investment seeks to track the performance, before fees and expenses, of the Solactive SoFi US 500 Growth Index. The index follows a rules-based methodology that tracks the performance of 500 of the largest U.S.-listed companies weighted based on a proprietary mix of their market capitalization and fundamental factors. Under normal circumstances, at least 80% of the fund's total assets (exclusive of any collateral held from securities lending) will be invested in the component securities of the index.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
SFY	SoFi Select 500 ETF	ETF	Open			Apr 10, 2019	$675.65M	0.050%	—	—	$50.42M

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