The portfolio maintains a cost advantage over competitors, priced within the cheapest fee quintile among peers.
ProShares S&P 500® ex-Health Care SPXV
Morningstar’s Analysis SPXV
Will SPXV outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 39.2
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Apple Inc | 7.85 | 1.7 Mil | Technology |
Microsoft Corp | 7.79 | 1.7 Mil | Technology |
NVIDIA Corp | 6.92 | 1.5 Mil | Technology |
Amazon.com Inc | 4.12 | 874,251 | Consumer Cyclical |
Meta Platforms Inc Class A | 2.49 | 527,316 | Communication Services |
Alphabet Inc Class A | 2.46 | 521,579 | Communication Services |
Alphabet Inc Class C | 2.07 | 438,801 | Communication Services |
Berkshire Hathaway Inc Class B | 1.96 | 416,392 | Financial Services |
Broadcom Inc | 1.63 | 345,089 | Technology |
Tesla Inc | 1.53 | 324,428 | Consumer Cyclical |