SFYSoFi Select 500 ETF
SFY Fund Description
SFY tracks a multi-factor-weighted index of US large-cap equities selected by market-cap.
SFY Factset Analytics Insight
SFY tracks an index of the 500 largest US equities, weighted by a proprietary combination of market cap and growth-oriented fundamental factors. The index constituents are drawn from the Solactive US Broad Market Index, a broad market-cap-weighted index of approximately 3,000 of the largest US equities. Selected constituents are initially weighted by market-cap. Weights are then modified based on a composite score calculated from three growth factors: trailing 12-month sales growth, trailing 12-month earnings per share (“EPS”) growth, and 12-month forward-looking EPS growth estimates. The index constituents are rebalanced and reconstituted annually.
SFY MSCI ESG Analytics Insight
SoFi Select 500 ETF has an MSCI ESG Fund Rating of BBB based on a score of 6.20 out of 10. The MSCI ESG Fund Rating measures the resiliency of portfolios to long-term risks and opportunities arising from environmental, social, and governance factors. ESG Fund Ratings range from best (AAA) to worst (CCC). Highly rated funds consist of companies that tend to show strong and/or improving management of financially relevant environmental, social and governance issues. These companies may be more resilient to disruptions arising from ESG events.
The fund’s Peer Rank reflects the ranking of a fund’s MSCI ESG Fund Quality Score against the scores of other funds within the same peer group, as defined by the Thomson Reuters Lipper Global Classification. SoFi Select 500 ETF ranks in the 45th percentile within its peer group and in the 37th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
SFY MSCI FaCS and Factor Box
MSCI FaCS is a standard method for evaluating and reporting the Factor characteristics of equity portfolios including ETFs. The Factor Box includes 6 Factors that MSCI has identified that historically provided a return premium. On the vertical axis, the Factor Groups, are displayed and the horizontal axis displays the Factor exposure, overweight, underweight or neutral.
SFY Summary Data
SFY Portfolio Data
SFY Index Data
SFY Portfolio Management
SFY Tax Exposures
SFY Fund Structure
SFY Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of SFY. SFY is rated a 5 out of 5.
SFY Sector/Industry Breakdown
SFY Economic Development
SFY Performance Statistics
SFY MSCI ESG Ratings
SFY Benchmark Comparison Summary
SFY Benchmark Comparison Market Cap Size