SFYFSoFi Social 50 ETF
SFYF 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 BBB based on a score of 5.29 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 30th percentile within its peer group and in the 31st percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
SFYF 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.
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 Sector/Industry Breakdown
SFYF Top 10 Holdings[View All]
SFYF Economic Development
SFYF Performance Statistics
SFYF MSCI ESG Ratings
SFYF Benchmark Comparison Summary
SFYF Benchmark Comparison Market Cap Size