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ProShares Russell 2000 Dividend Growers SMDV

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

Morningstar’s Analysis SMDV

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

  • People Pillar

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

Weakness in ProShares Russell 2000 Dividend Growers's Process and People Pillar ratings limits this strategy to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a 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 SMDV

More SMDV Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 11.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

S&T Bancorp Inc

1.28 9.3 Mil
Financial Services

Independent Bank Corp (Ionia MI)

1.26 9.1 Mil
Financial Services

Community Financial System Inc

1.24 9.0 Mil
Financial Services

Tompkins Financial Corp

1.23 8.9 Mil
Financial Services

NBT Bancorp Inc

1.19 8.6 Mil
Financial Services

Orrstown Financial Services Inc

1.18 8.5 Mil
Financial Services

Mercantile Bank Corp

1.17 8.5 Mil
Financial Services

Heritage Financial Corp

1.17 8.5 Mil
Financial Services

Premier Financial Corp

1.15 8.3 Mil
Financial Services

Southside Bancshares Inc

1.15 8.3 Mil
Financial Services