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ProShares S&P MidCap 400 Dividend Arst REGL

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

Morningstar’s Analysis REGL

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

  • People Pillar

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

Weakness in ProShares S&P MidCap 400 Dividend Arst's People and Process 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 lowest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings REGL

More REGL Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 21.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Royal Gold Inc

2.19 34.5 Mil
Basic Materials

Williams-Sonoma Inc

2.18 34.3 Mil
Consumer Cyclical

Carlisle Companies Inc

2.17 34.2 Mil
Industrials

Sonoco Products Co

2.14 33.8 Mil
Consumer Cyclical

OGE Energy Corp

2.14 33.7 Mil
Utilities

Essential Utilities Inc

2.13 33.5 Mil
Utilities

Westlake Corp

2.11 33.2 Mil
Basic Materials

Casey's General Stores Inc

2.10 33.0 Mil
Consumer Cyclical

National Fuel Gas Co

2.09 33.0 Mil
Energy

AptarGroup Inc

2.08 32.7 Mil
Healthcare