SFYF
SoFi Social 50 ETFSFYF Fund Description
SFYF tracks an index of 50 US listed stocks most widely held in self-directed brokerage accounts of SoFi Securities based on highest weighted average value.
SFYF Factset Analytics Insight
SFYF pursues the wisdom of the crowd approach, as securities that comprise the index are selected based on the individual holdings of investors with self-directed brokerage accounts at SoFi Securities. Stocks meeting minimum trading liquidity requirements over one-month and six-month periods are eligible for consideration. ETFs and other investment companies are not eligible. The underlying index identifies the top 50 US listed stocks most widely held based on the number of accounts and total market value of the securities. Each security is weighted in the index based on its weighted average value in relation to the other index components. Each component is capped at 10% and any sector exposure capped at 50%. The index is rebalanced and reconstituted on a monthly basis. Prior to June 30, 2020, the fund tracked a US multi-factor equity index, the Solactive SoFi US 50 Growth Index. SFYF’s name prior to April 5, 2021 was SoFi 50 ETF.
SFYF MSCI ESG Analytics Insight
SoFi Social 50 ETF has an MSCI ESG Fund Rating of BB based on a score of 4.29 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 Social 50 ETF ranks in the 16th percentile within its peer group and in the 7th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
SFYF Summary Data
SFYF Portfolio Data
SFYF Index Data
SFYF Portfolio Management
SFYF Tax Exposures
SFYF Fund Structure
SFYF Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of SFYF. SFYF is rated a 5 out of 5.
SFYF Tradability
SFYF Sector/Industry Breakdown
SFYF
SFYF Top 10 Holdings[View All]
SFYF Countries
SFYF
SFYF Regions
SFYF
SFYF Economic Development
SFYF
SFYF Performance Statistics
SFYF MSCI ESG Ratings
SFYF Benchmark Comparison Summary
SFYF
SFYF Benchmark Comparison Market Cap Size
SFYF
The data and information contained herein is not intended to be investment or tax advice. A reference to a particular investment or security, a credit rating, or any observation concerning a security or investment provided in the ETF.com Service is not a recommendation to buy, sell, or hold such investment or security or to make any other investment decisions. You should not use such information for purposes of any actual transaction without consulting an investment or tax professional.
ETF.com DOES NOT TAKE RESPONSIBILITY FOR YOUR INVESTMENT OR OTHER ACTIONS NOR SHALL ETF.com HAVE ANY LIABILITY, CONTINGENT OR OTHERWISE, FOR THE ACCURACY, COMPLETENESS, TIMELINESS, OR CORRECT SEQUENCING OF ANY INFORMATION PROVIDED BY ETF.com OR FOR ANY DECISION MADE OR ACTION TAKEN BY YOU IN RELIANCE UPON SUCH INFORMATION OR ETF.com.
[ETF.com DOES NOT PROVIDE ANY RESEARCH OPINIONS.] ETF.com MAKES NO REPRESENTATIONS ABOUT THE SUITABILITY OF THE INFORMATION, PRODUCTS OR SERVICES CONTAINED HEREIN. PAST PERFORMANCE IS NOT INDICATIVE OF FUTURE RESULTS.
Data provider:
Terms of Use
MSCI ESG Research LLC’s ("MSCI ESG") Fund Metrics products (the "Information") provide environmental, social and governance data with respect to underlying securities within more than 24,000 multi-asset class Mutual Funds and ETFs globally. MSCI ESG is a Registered Investment Adviser under the Investment Advisers Act of 1940. MSCI ESG materials have not been submitted to, nor received approval from, the US SEC or any other regulatory body. None of the Information constitutes an offer to buy or sell, or a promotion or recommendation of, any security, financial instrument or product or trading strategy, nor should it be taken as an indication or guarantee of any future performance, analysis, forecast or prediction. None of the Information can be used to determine which securities to buy or sell or when to buy or sell them. The Information is provided "as is" and the user of the Information assumes the entire risk of any use it may make or permit to be made of the Information.