Morningstar

ProShares S&P 500® ex-Energy ETF SPXE

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

Morningstar’s Analysis SPXE

Will SPXE outperform in the 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 SPXE’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

ProShares S&P 500® ex-Energy holds a quantitatively derived Silver Morningstar Medalist Rating. The rating reflects that it has scored well on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings SPXE

More SPXE Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 40.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

8.59 7M
Technology

Apple Inc

7.51 6M
Technology

Microsoft Corp

5.91 5M
Technology

Amazon.com Inc

3.78 3M
Consumer Cyclical

Alphabet Inc Class A

3.13 3M
Communication Services

Broadcom Inc

2.64 2M
Technology

Meta Platforms Inc Class A

2.55 2M
Communication Services

Alphabet Inc Class C

2.51 2M
Communication Services

Micron Technology Inc

1.88 2M
Technology

Tesla Inc

1.55 1M
Consumer Cyclical

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