SFYXSoFi Next 500 ETF
SFYX Fund Description
SFYX tracks a multi-factor-weighted index of US midcap equities, selected by market cap.
SFYX Factset Analytics Insight
SFYX holds a broad portfolio of US midcap securities. The fund specifically contains the 501st through the 1000th securities pulled from the Solactive US Broad Market Index, a cap-weighted index that includes approximately 3,000 of the largest US companies. Selected securities are weighted by a proprietary combination of market cap and fundamental growth factors which include: trailing 12-month sales growth, trailing 12-month earnings per share, and 12-month forward-looking EPS growth consensus estimates. The index is rebalanced and reconstituted annually. SFYX is a sister fund of SFY, which on the other hand consists of the 500 largest companies by market cap.
SFYX MSCI ESG Analytics Insight
SoFi Next 500 ETF has an MSCI ESG Fund Rating of BBB based on a score of 5.15 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 Next 500 ETF ranks in the 29th percentile within its peer group and in the 35th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
SFYX Summary Data
SFYX Portfolio Data
SFYX Index Data
SFYX Portfolio Management
SFYX Tax Exposures
SFYX Fund Structure
SFYX Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of SFYX. SFYX is rated a 5 out of 5.
SFYX Sector/Industry Breakdown
SFYX Top 10 Holdings[View All]
SFYX Economic Development
SFYX Performance Statistics
SFYX MSCI ESG Ratings
SFYX Benchmark Comparison Summary
SFYX Benchmark Comparison Market Cap Size