The portfolio maintains a cost advantage over competitors, priced within the least expensive fee quintile among peers.
SoFi Next 500 ETF SFYX
Morningstar’s Analysis SFYX
Will SFYX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 9.7
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Super Micro Computer Inc | 2.01 | 1.6 Mil | Technology |
First Citizens BancShares Inc Class A | 1.14 | 890,388 | Financial Services |
Vertiv Holdings Co Class A | 0.94 | 730,945 | Industrials |
Shockwave Medical Inc | 0.93 | 727,378 | Healthcare |
Pure Storage Inc Class A | 0.86 | 669,200 | Technology |
Vistra Corp | 0.84 | 651,394 | Utilities |
HF Sinclair Corp | 0.78 | 606,519 | Energy |
WEX Inc | 0.73 | 571,657 | Technology |
Blue Owl Capital Inc Ordinary Shares - Class A | 0.72 | 559,638 | Financial Services |
DraftKings Inc Ordinary Shares - Class A | 0.70 | 548,448 | Consumer Cyclical |