EFAD – ProShares MSCI EAFE Dividend Growers – ETF Stock Quote | Morningstar

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Will EFAD outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

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Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable EFAD’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar

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

Weakness in ProShares MSCI EAFE 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 second-lowest fee quintile among peers.

by Morningstar Manager Research

Rated on Aug 31, 2024 Published on Aug 31, 2024

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Current Portfolio Date Oct 3, 2024
Equity Holdings —
Bond Holdings —
Other Holdings —
% Assets in Top 10 Holdings 15.8

Top 10 Holdings	% Portfolio Weight	Market Value USD	Sector
AIA Group Ltd	1.94	1.5 Mil	Financial Services
Sofina SA	1.60	1.2 Mil	Financial Services
DSV AS	1.57	1.2 Mil	Industrials
Bunzl PLC	1.54	1.2 Mil	Consumer Defensive
Hikari Tsushin Inc	1.54	1.2 Mil	Industrials
Ashtead Group PLC	1.54	1.2 Mil	Industrials
TIS Inc	1.53	1.2 Mil	Technology
Kao Corp	1.52	1.2 Mil	Consumer Defensive
Givaudan SA	1.52	1.2 Mil	Basic Materials
Lotus Bakeries NV	1.52	1.2 Mil	Consumer Defensive

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