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ProShares DJ Brookfield Global Infras TOLZ

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

Morningstar’s Analysis TOLZ

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

  • People Pillar

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

The combination of a middling Process Pillar rating and a Below Average People Pillar rating limit ProShares DJ Brookfield Global Infras to a Morningstar Medalist Rating of Neutral.

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 TOLZ

More TOLZ Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 40.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Enbridge Inc

6.55 9.2 Mil
Energy

American Tower Corp

5.80 8.1 Mil
Real Estate

National Grid PLC

5.05 7.1 Mil
Utilities

Vinci SA

4.86 6.8 Mil
Industrials

TC Energy Corp

3.65 5.1 Mil
Energy

Williams Companies Inc

3.02 4.2 Mil
Energy

Sempra

2.92 4.1 Mil
Utilities

ONEOK Inc

2.81 3.9 Mil
Energy

Energy Transfer LP

2.80 3.9 Mil
Energy

Crown Castle Inc

2.71 3.8 Mil
Real Estate