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.
ProShares S&P 500® ex-Energy ETF SPXE
Morningstar’s Analysis SPXE
Will SPXE outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
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.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 39.9
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
NVIDIA Corp | 8.44 | 7M | Technology |
Apple Inc | 7.26 | 6M | Technology |
Microsoft Corp | 5.05 | 4M | Technology |
Amazon.com Inc | 3.94 | 3M | Consumer Cyclical |
Alphabet Inc Class A | 3.44 | 3M | Communication Services |
Broadcom Inc | 3.15 | 3M | Technology |
Alphabet Inc Class C | 2.74 | 2M | Communication Services |
Meta Platforms Inc Class A | 2.18 | 2M | Communication Services |
Tesla Inc | 1.87 | 2M | Consumer Cyclical |
Micron Technology Inc | 1.78 | 1M | Technology |
United States