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Morningstar

ProShares S&P 500® ex-Health Care SPXV

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

Morningstar’s Analysis SPXV

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

  • People Pillar

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

ProShares S&P 500 ® ex-Health Care retains its Morningstar Medalist Rating of Bronze.

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 SPXV

More SPXV Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 38.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

7.94 1.6 Mil
Technology

Apple Inc

7.15 1.5 Mil
Technology

NVIDIA Corp

7.04 1.5 Mil
Technology

Amazon.com Inc

4.22 871,675
Consumer Cyclical

Meta Platforms Inc Class A

2.65 547,383
Communication Services

Alphabet Inc Class A

2.61 539,221
Communication Services

Alphabet Inc Class C

2.21 455,421
Communication Services

Berkshire Hathaway Inc Class B

1.92 395,943
Financial Services

Broadcom Inc

1.55 319,195
Technology

JPMorgan Chase & Co

1.49 306,968
Financial Services