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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.

The combination of a middling Process Pillar rating and a Below Average People Pillar rating limit SoFi Next 500 ETF to a Morningstar Medalist Rating of Neutral.

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 7.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Blue Owl Capital Inc Ordinary Shares - Class A

0.90 804,992
Financial Services

Pure Storage Inc Class A

0.87 777,409
Technology

TechnipFMC PLC

0.82 736,603
Energy

Dynatrace Inc Ordinary Shares

0.77 689,272
Technology

Rivian Automotive Inc Class A

0.69 622,050
Consumer Cyclical

Molson Coors Beverage Co Shs -B- Non-Voting

0.63 568,077
Consumer Defensive

Celsius Holdings Inc

0.61 548,157
Consumer Defensive

Robinhood Markets Inc Class A

0.61 545,427
Financial Services

Nutanix Inc Class A

0.60 542,455
Technology

Regal Rexnord Corp

0.59 528,487
Industrials