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Morningstar

ProShares S&P 500® ex-Technology SPXT

Morningstar Medalist Rating
Medalist Rating as of | See ProShares Investment Hub

Morningstar’s Analysis SPXT

Will SPXT outperform in future?

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

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable SPXT’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the SPXT management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of SPXT’s parent organization’s priorities and whether they’re in line with investors’ interests.

Weakness in ProShares S&P 500 ® ex-Technology's Process and People Pillar ratings limits this strategy to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings SPXT

More SPXT Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 25.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Amazon.com Inc

5.46 2.8 Mil
Consumer Cyclical

Meta Platforms Inc Class A

3.22 1.7 Mil
Communication Services

Alphabet Inc Class A

3.22 1.7 Mil
Communication Services

Alphabet Inc Class C

2.72 1.4 Mil
Communication Services

Berkshire Hathaway Inc Class B

2.42 1.2 Mil
Financial Services

Eli Lilly and Co

2.07 1.1 Mil
Healthcare

JPMorgan Chase & Co

1.85 950,283
Financial Services

Tesla Inc

1.66 854,593
Consumer Cyclical

Exxon Mobil Corp

1.54 789,352
Energy

UnitedHealth Group Inc

1.49 767,314
Healthcare