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ProShares MSCI Trnsfmtnl Chngs ETF ANEW

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

Morningstar’s Analysis ANEW

Will ANEW 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 ANEW’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the ANEW 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 ANEW’s parent organization’s priorities and whether they’re in line with investors’ interests.

Despite People Pillar weakness and an Average Process Pillar, ProShares MSCI Trnsfmtnl Chngs ETF gets enough right to retain 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 cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings ANEW

More ANEW Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 22.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Roche Holding AG

2.48 206,011
Healthcare

NVIDIA Corp

2.39 198,399
Technology

Apple Inc

2.29 190,521
Technology

AbbVie Inc

2.27 188,546
Healthcare

Adobe Inc

2.24 186,252
Technology

Symrise AG

2.22 184,396
Basic Materials

Intuitive Surgical Inc

2.20 182,994
Healthcare

Abbott Laboratories

2.09 173,457
Healthcare

Danaher Corp

2.05 170,697
Healthcare

McCormick & Co Inc Registered Shs Non Vtg

2.05 170,326
Consumer Defensive