SFYX Stock Price, Chart, Stats & News

SoFi Next 500
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Mid-Cap Blend
Category
1.36%
Dividend yield
$0.2338
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 volatility | 13.61% |
| 3Y volatility | 16.45% |
| Sharpe ratio | 0.54 |
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
| Holding | Ownership |
|---|---|
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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