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Morningstar

ProShares S&P 500® ex-Financials SPXN

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

Morningstar’s Analysis SPXN

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

  • People Pillar

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

ProShares S&P 500 ® ex-Financials retains its Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings SPXN

More SPXN Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 40.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Apple Inc

8.15 4.7 Mil
Technology

Microsoft Corp

8.09 4.7 Mil
Technology

NVIDIA Corp

7.18 4.2 Mil
Technology

Amazon.com Inc

4.28 2.5 Mil
Consumer Cyclical

Meta Platforms Inc Class A

2.58 1.5 Mil
Communication Services

Alphabet Inc Class A

2.56 1.5 Mil
Communication Services

Alphabet Inc Class C

2.15 1.2 Mil
Communication Services

Eli Lilly and Co

1.71 990,355
Healthcare

Broadcom Inc

1.69 982,131
Technology

Tesla Inc

1.59 923,068
Consumer Cyclical