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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 sizable 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 7.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Celsius Holdings Inc

1.03 850,298
Consumer Defensive

Dynatrace Inc Ordinary Shares

0.83 682,977
Technology

Blue Owl Capital Inc Ordinary Shares - Class A

0.81 670,965
Financial Services

Nutanix Inc Class A

0.81 665,284
Technology

Pure Storage Inc Class A

0.80 659,166
Technology

TechnipFMC PLC

0.77 631,233
Energy

Molson Coors Beverage Co Shs -B- Non-Voting

0.68 558,052
Consumer Defensive

Wynn Resorts Ltd

0.66 544,585
Consumer Cyclical

Regal Rexnord Corp

0.61 501,593
Industrials

Interactive Brokers Group Inc Class A

0.60 491,321
Financial Services