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ProShares S&P 500® ex-Energy SPXE

Medalist Rating as of | See ProShares Investment Hub

Morningstar’s Analysis SPXE

Will SPXE outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

ProShares S&P 500 ® ex-Energy retains its Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the lowest fee quintile among peers.

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Portfolio Holdings SPXE

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 33.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

7.40 3.7 Mil
Technology

Apple Inc

5.94 3.0 Mil
Technology

NVIDIA Corp

5.27 2.6 Mil
Technology

Amazon.com Inc

3.88 1.9 Mil
Consumer Cyclical

Meta Platforms Inc Class A

2.57 1.3 Mil
Communication Services

Alphabet Inc Class A

2.10 1.0 Mil
Communication Services

Berkshire Hathaway Inc Class B

1.79 892,647
Financial Services

Alphabet Inc Class C

1.77 882,316
Communication Services

Eli Lilly and Co

1.46 729,933
Healthcare

Broadcom Inc

1.37 683,102
Technology