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ProShares Equities for Rising Rates ETF EQRR

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

Morningstar’s Analysis EQRR

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

People Pillar

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

Weakness in ProShares Equities for Rising Rates ETF's Process and People Pillar ratings limits this strategy 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 EQRR

More EQRR Holdings
  • Current Portfolio Date
  • Equity Holdings 51
  • Bond Holdings 0
  • Other Holdings 1
  • % Assets in Top 10 Holdings 28.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Pioneer Natural Resources Co

3.11
811,982
Energy

Diamondback Energy Inc

3.01
784,271
Energy

Marathon Petroleum Corp

3.00
781,898
Energy

EOG Resources Inc

2.95
769,659
Energy

Hess Corp

2.88
750,714
Energy

Marathon Oil Corp

2.86
746,712
Energy

Devon Energy Corp

2.84
741,144
Energy

Halliburton Co

2.80
730,702
Energy

Fifth Third Bancorp

2.73
711,863
Financial Services

Bank of America Corp

2.72
708,986
Financial Services