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Morningstar

ProShares S&P 500® ex-Technology SPXT

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

Morningstar’s Analysis SPXT

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

People Pillar

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

Despite weakness in the People Pillar and Process Pillar, ProShares S&P 500 ® ex-Technology has enough other merits to help this strategy earn a 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 SPXT

More SPXT Holdings
  • Current Portfolio Date
  • Equity Holdings 440
  • Bond Holdings 0
  • Other Holdings 1
  • % Assets in Top 10 Holdings 24.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Amazon.com Inc

4.87
1,876,818
Consumer Cyclical

Alphabet Inc Class A

2.89
1,112,589
Communication Services

Meta Platforms Inc Class A

2.67
1,028,887
Communication Services

Alphabet Inc Class C

2.48
956,323
Communication Services

Tesla Inc

2.44
937,752
Consumer Cyclical

Berkshire Hathaway Inc Class B

2.41
928,800
Financial Services

UnitedHealth Group Inc

1.88
724,944
Healthcare

Eli Lilly and Co

1.73
666,693
Healthcare

JPMorgan Chase & Co

1.67
641,645
Financial Services

Exxon Mobil Corp

1.53
587,878
Energy