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SoFi Next 500 ETF SFYX

Medalist Rating as of | See Sofi Investment Hub

Morningstar’s Analysis SFYX

Will SFYX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

A lowering of its Process Pillar rating is the primary driver of SoFi Next 500 ETF's downgrade to a Morningstar Medalist Rating of Neutral from Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the cheapest fee quintile among peers.

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Portfolio Holdings SFYX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 7.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Pure Storage Inc Class A

1.06 868,443
Technology

Dynatrace Inc Ordinary Shares

0.83 677,744
Technology

Blue Owl Capital Inc Ordinary Shares - Class A

0.83 675,071
Financial Services

Celsius Holdings Inc

0.80 656,173
Consumer Defensive

TechnipFMC PLC

0.73 598,401
Energy

Nutanix Inc Class A

0.70 567,993
Technology

e.l.f. Beauty Inc

0.67 544,608
Consumer Defensive

Robinhood Markets Inc Class A

0.66 541,788
Financial Services

Wynn Resorts Ltd

0.62 505,425
Consumer Cyclical

Interactive Brokers Group Inc Class A

0.61 501,431
Financial Services