SoFi Social 50 ETF SFYF
Strategy
The investment seeks to track the performance, before fees and expenses, of the SoFi Social 50 Index (the "index"). The index follows a rules-based methodology that tracks the performance of a portfolio of the 50 most widely held U.S.-listed equity securities in self-directed brokerage accounts (the "SoFi Accounts") of SoFi Securities, LLC, an affiliate of Social Finance, Inc. ("SoFi"), as determined using the rules-based methodology. 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
SFYF | SoFi Social 50 ETF | ETF | Open | $41.68M | 0.290% | — | — | −$1.10M |