SFYF

SoFi 50 ETF
*Unless otherwise stated, data provided by FactSet.

SFYF Fund Description

SFYF tracks an index of 50 US large-cap stocks selected by multiple factors and weighted equally.

SFYF Factset Analytics Insight

SFYF offers a selective but diversified take on US large-cap growth stocks. Its index chooses 50 stocks out of 1,000, ranked by growth scores on 3 factors: trailing 12-month revenue growth, trailing 12-month EPS growth, and forward 12-month EPS growth consensus estimates. Stocks that make the cut get equal weight. Thus the ETF offers high conviction in its stock selection and mitigates single-stock risk via equal weighting. Equal weighting also brings a possible strong bias away from larger firms in aggregate.

SFYF MSCI ESG Analytics Insight

SoFi 50 ETF has an MSCI ESG Fund Rating of BB based on a score of 4.23 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 50 ETF ranks in the 23th percentile within its peer group and in the 60th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.

SFYF Charts And Performance

Price Chart ($)
Total Return Chart (%)
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  • 3 Months
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Select ETFs to compare their performance:
PERFORMANCE [as of 04/02/20] 1 MONTH 3 MONTHS YTD 1 YEAR 3 YEARS 5 YEARS 10 YEARS
SFYF -23.44% -30.99% -30.77% -- -- -- --
SFYF (NAV) -24.77% -31.09% -30.84% -- -- -- --
Solactive SoFi US 50 Growth Index -- -- -- -- -- -- --
MSCI USA Large Cap Growth Index -16.05% -16.28% -15.10% -0.12% 11.32% 10.44% 13.14%
All returns over 1 year are annualized. All returns are total returns unless otherwise stated.

SFYF Summary Data

SoFi
05/08/19
Open-Ended Fund
0.29%
$2.15M
$18.64K
0.37%

SFYF Portfolio Data

$30.54B
38.26
2.27
--
N/A
52

SFYF Index Data

Solactive SoFi US 50 Growth Index
Equal
Fundamental
MSCI USA Large Cap Growth Index

SFYF Portfolio Management

0.29%
--
--
--

SFYF Tax Exposures

20.00% / 39.60%
--
Qualified dividends
No

SFYF Fund Structure

Open-Ended Fund
No
No
No Policy
N/A
N/A
High
Daily
Cboe Book Viewer
Top Of Book
Last 10 Trades
Bats BZX Real-time Quote -

SFYF Factset Analytics Block Liquidity

As of 04/03/20
5
4
3
2
1

This measurement shows how easy it is to trade a $1 million USD block of SFYF. SFYF is rated a 4 out of 5.

SFYF Tradability

1,009
$18.64K
318
$6.01K
0.37%
$0.07
-0.04%
0.55% / -3.84%
None
100.00%
50,000
0.01
0.03%
0.04%
0
$14.46
4

SFYF Sector/Industry Breakdown


SFYF
Segment Benchmark
36.63%
52.52%
23.44%
11.47%
10.72%
4.69%
10.26%
0.36%
9.32%
1.75%
4.17%
9.22%
3.64%
18.10%
1.82%
1.44%

SFYF Countries


SFYF
Segment Benchmark
100.00%
100.00%

SFYF Regions


SFYF
Segment Benchmark
100.00%
100.00%

SFYF Economic Development


SFYF
Segment Benchmark
100.00%
100.00%

SFYF Performance Statistics

0.88
0.98
0.83
1.06
0.79%
MSCI USA Large Cap Growth Index

SFYF MSCI ESG Ratings

4.23 / 10
59.91
23.30
--
7.94%
100.27

SFYF Benchmark Comparison Holdings

52
139
7
2.43%

SFYF Benchmark Comparison Summary


SFYF
Segment Benchmark
52
139
$30.54B
$494.33B
38.26
31.22
2.27
8.24
1.61%
0.91%
Medium
Medium

SFYF Benchmark Comparison Market Cap Size


SFYF
Segment Benchmark
37.94%
99.77%
57.73%
0.23%
4.33%
0.00%
0.00%
0.00%