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Morningstar

SoFi Next 500 ETF SFYX

Morningstar Medalist Rating
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.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable SFYX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the SFYX 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 SFYX’s parent organization’s priorities and whether they’re in line with investors’ interests.

SoFi Next 500 ETF retains its Morningstar Medalist Rating of Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings SFYX

More SFYX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 9.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Super Micro Computer Inc

1.53 1.2 Mil
Technology

First Citizens BancShares Inc Class A

1.21 952,625
Financial Services

Vertiv Holdings Co Class A

0.95 750,559
Industrials

Shockwave Medical Inc

0.93 730,420
Healthcare

Vistra Corp

0.86 678,953
Utilities

Pure Storage Inc Class A

0.81 635,809
Technology

HF Sinclair Corp

0.77 605,255
Energy

Blue Owl Capital Inc Ordinary Shares - Class A

0.73 572,752
Financial Services

Southwestern Energy Co

0.73 571,899
Energy

WEX Inc

0.73 571,143
Technology