The portfolio maintains a sizable cost advantage over competitors, priced within the lowest fee quintile among peers.
ProShares S&P 500® ex-Energy SPXE
Morningstar’s Analysis SPXE
Will SPXE outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 33.5
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Microsoft Corp | 7.30 | 3.5 Mil | Technology |
Apple Inc | 6.07 | 2.9 Mil | Technology |
NVIDIA Corp | 5.02 | 2.4 Mil | Technology |
Amazon.com Inc | 3.91 | 1.9 Mil | Consumer Cyclical |
Meta Platforms Inc Class A | 2.39 | 1.1 Mil | Communication Services |
Alphabet Inc Class A | 2.26 | 1.1 Mil | Communication Services |
Alphabet Inc Class C | 1.92 | 917,216 | Communication Services |
Berkshire Hathaway Inc Class B | 1.81 | 866,912 | Financial Services |
Eli Lilly and Co | 1.42 | 679,928 | Healthcare |
Broadcom Inc | 1.40 | 670,510 | Technology |