SOLSFY Solactive SoFi US 500 Growth Index

The Index selects the 500 largest market capitalization constituents of the Solactive US Broad Market Index, subject to a 20% buffer rule to limit index turnover. The weights of the components are based on the market value of each security as a starting point, but then these initial weights are over/underweighted according to each security’s growth score, which combines growth rates of different financial ratios.

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As of 05/30/2023

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Index Information

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Provider:     Solactive
Category1:  US Equity
Category2:  Broad market
Category3:  Large cap
Country:      USA
Currency:    USD
Inception date:  03/04/2019
Backtesting data exists:   Yes
Weighting methodology:   Composite scores
Number of holdings:  500

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