Skip to Content

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.

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

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings SFYX

  • Current Portfolio Date
  • Equity Holdings 492
  • Bond Holdings 0
  • Other Holdings 3
  • % Assets in Top 10 Holdings 7.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
1.18
751,981
Financial Services
0.92
587,787
Technology
0.81
513,444
Energy
0.80
510,566
Consumer Cyclical
0.75
479,022
Industrials
0.75
474,628
Energy
0.69
441,494
Consumer Defensive
0.67
429,651
Energy
0.63
404,341
Financial Services
0.63
399,674
Consumer Cyclical