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SFYX Stock Price, Chart, Stats & News

SoFi Next 500
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Mid-Cap Blend
Category
1.36%
Dividend yield
0.06%
Expense ratio
27.55M
Assets
20.11%
1Y return

SFYX chart

1M
3M
1Y
5Y
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SFYX returns

YTD
5.66%
1Y
20.11%
3Y
14.49%
5Y
6.40%
10Y
0.00%
1Y volatility13.61%
3Y volatility16.45%
Sharpe ratio0.54

About

Typically, at least 80% of the fund's total investments, not including collateral from securities lending, are directed into the constituent stocks of its benchmark index. This index operates under a systematic, rule-based framework designed to monitor the performance of the 500 smallest publicly traded U. S. companies, chosen from the 1,000 largest firms in the market.

Top 10 SFYX holdings

HoldingOwnership
Industrials
1.68%
Industrials
1.49%
Energy
1.26%
Communication Services
1.23%
Industrials
1.05%
Communication Services
1.05%
Basic Materials
0.99%
Financial Services
0.99%
Technology
0.99%
Technology
0.96%

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