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Morningstar

ProShares S&P 500® ex-Energy SPXE

Morningstar Medalist Rating
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.

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.

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 least expensive fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings SPXE

More SPXE Holdings
  • Current Portfolio Date
  • Equity Holdings 481
  • Bond Holdings 0
  • Other Holdings 1
  • % Assets in Top 10 Holdings 32.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Apple Inc

7.72
2,990,981
Technology

Microsoft Corp

7.45
2,887,475
Technology

Amazon.com Inc

3.60
1,397,269
Consumer Cyclical

NVIDIA Corp

3.11
1,205,904
Technology

Alphabet Inc Class A

2.20
851,294
Communication Services

Meta Platforms Inc Class A

1.96
760,628
Communication Services

Alphabet Inc Class C

1.89
732,124
Communication Services

Tesla Inc

1.81
701,715
Consumer Cyclical

Berkshire Hathaway Inc Class B

1.74
673,657
Financial Services

UnitedHealth Group Inc

1.37
532,370
Healthcare