SoFi Next 500 ETF

Shareclass
SoFi Next 500 ETF (SFYX)
Type
Exchange-traded fund
Manager

Equity & Justice

Exclusions







EQUITY & JUSTICE RATINGS

Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity

GENDER EQUALITY

Fund SoFi Next 500 ETF

FUND COVERAGE
# of holdings490
% of assets98%
Score
41 / 100
Rank

38.2 percentile

Group: U.S. Small/Mid Cap Equity

Rank: #672 out of 1,085

Grade
D

Gender equality ratings are calculated using data from the Equileap Gender Equality Scorecard from Equileap.

Sub-scores & KPIs

Gender Equality: Gender Balance in Leadership and Workforce

21 / 40

Gender Equality: Equal Compensation and Work Life Balance

5 / 30

Gender Equality: Policies Promoting Gender Equality

15 / 20

Gender Equality: Commitment, Transparency, and Accountability

0 / 10

Fund Holdings: Gender Equality

Highest scoring holdings

Highest scoring holdings

Top 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. The Interpublic Group of Companies Inc
         % of fund invested: 0.15%
         $USD invested: $38,901
  • 2. New York Times Co Class A
         % of fund invested: 0.16%
         $USD invested: $40,634
  • 3. VF Corp
         % of fund invested: 0.09%
         $USD invested: $24,065
  • 4. Ralph Lauren Corp Class A
         % of fund invested: 0.22%
         $USD invested: $55,301
  • 5. Science Applications International Corp
         % of fund invested: 0.07%
         $USD invested: $18,461
  • 6. Hasbro Inc
         % of fund invested: 0.17%
         $USD invested: $42,581
  • 7. Etsy Inc
         % of fund invested: 0.11%
         $USD invested: $29,512
  • 8. Jones Lang LaSalle Inc
         % of fund invested: 0.36%
         $USD invested: $92,137
  • 9. WEX Inc
         % of fund invested: 0.09%
         $USD invested: $23,778
  • 10. Affirm Holdings Inc Ordinary Shares - Class A
         % of fund invested: 0.67%
         $USD invested: $173,518
Lowest scoring holdings

Lowest scoring holdings

Bottom 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. TG Therapeutics Inc
         % of fund invested: 0.34%
         $USD invested: $87,020
  • 2. TKO Group Holdings Inc
         % of fund invested: 1.19%
         $USD invested: $305,396
  • 3. Rithm Capital Corp
         % of fund invested: 0.16%
         $USD invested: $40,370
  • 4. Astera Labs Inc
         % of fund invested: 1.13%
         $USD invested: $289,541
  • 5. FTAI Aviation Ltd
         % of fund invested: 1.34%
         $USD invested: $344,244
  • 6. Liberty Broadband Corp Registered Shs Series -C-
         % of fund invested: 0.1%
         $USD invested: $25,403
  • 7. GameStop Corp Class A
         % of fund invested: 0.51%
         $USD invested: $131,333
  • 8. RBC Bearings Inc
         % of fund invested: 0.24%
         $USD invested: $62,565
  • 9. Viper Energy Inc Ordinary Shares - Class A
         % of fund invested: 0.13%
         $USD invested: $32,752
  • 10. IonQ Inc Class A
         % of fund invested: 0.63%
         $USD invested: $162,812

Fund manager statement

We invite fund managers to take our survey and provide more information on how they integrate principles of justice and equity in their investment strategy.

Manager survey




EXCLUSION RATINGS

Prisons & Borders
Military Weapons

PRISONS & BORDERS

Fund SoFi Next 500 ETF

Totals

Holdings
Assets
Weight
Prisons
7
$216,538
0.84%
     Prisons high risk
2
$52,340
0.2%
     Private prisons
1
$19,006
0.07%
Borders
10
$544,157
2.12%
     Borders high risk
5
$301,371
1.17%
Total
12
$600,762
2.34%
Full fund results

Holdings — 12 flagged holdings

1.
The Carlyle Group Inc
Borders
$192,485
0.75%
Borders :
$192,485
0.75%
2.
CACI International Inc Class A
Borders
$69,719
0.27%
Borders :
$69,719
0.27%
3.
AeroVironment Inc
Borders
$65,474
0.25%
Borders :
$65,474
0.25%
4.
First Horizon Corp
Prisons
Borders
$47,163
0.18%
Prisons
Borders :
$47,163
0.18%
5.
Cal-Maine Foods Inc
Prisons
$42,759
0.17%
Prisons
$42,759
0.17%
6.
KBR Inc
Borders
$38,085
0.15%
Borders :
$38,085
0.15%
7.
Pinnacle Financial Partners Inc
Prisons
Borders
$33,914
0.13%
Prisons
Borders :
$33,914
0.13%
8.
Aramark
Prisons
Borders
$33,334
0.13%
Prisons
Borders :
$33,334
0.13%
9.
Synovus Financial Corp
Prisons
Borders
$26,516
0.1%
Prisons
Borders :
$26,516
0.1%
10.
The GEO Group Inc
Prisons
Borders
$19,006
0.07%
Prisons
Borders :
$19,006
0.07%
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