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.

Weakness in SoFi Next 500 ETF's Process and People Pillar ratings limits this strategy to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the cheapest 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 7.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Dynatrace Inc Ordinary Shares

0.90 864,900
Technology

Blue Owl Capital Inc Ordinary Shares - Class A

0.90 859,768
Financial Services

TechnipFMC PLC

0.76 728,676
Energy

Pure Storage Inc Class A

0.73 699,874
Technology

FTAI Aviation Ltd

0.71 683,397
Industrials

Nutanix Inc Class A

0.71 677,887
Technology

Interactive Brokers Group Inc Class A

0.69 657,156
Financial Services

Wynn Resorts Ltd

0.67 646,002
Consumer Cyclical

NRG Energy Inc

0.64 609,726
Utilities

Molson Coors Beverage Co Shs -B- Non-Voting

0.63 607,332
Consumer Defensive

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