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 33.7
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 |