The portfolio maintains a cost advantage over competitors, priced within the least expensive fee quintile among peers.
ProShares S&P 500® ex-Energy SPXE
Morningstar’s Analysis SPXE
Will SPXE outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 35.7
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Apple Inc | 7.37 | 4.1 Mil | Technology |
Microsoft Corp | 6.65 | 3.7 Mil | Technology |
NVIDIA Corp | 6.49 | 3.6 Mil | Technology |
Amazon.com Inc | 3.65 | 2.0 Mil | Consumer Cyclical |
Meta Platforms Inc Class A | 2.74 | 1.5 Mil | Communication Services |
Alphabet Inc Class A | 2.09 | 1.1 Mil | Communication Services |
Berkshire Hathaway Inc Class B | 1.78 | 979,300 | Financial Services |
Alphabet Inc Class C | 1.73 | 948,081 | Communication Services |
Broadcom Inc | 1.72 | 944,364 | Technology |
Eli Lilly and Co | 1.50 | 825,333 | Healthcare |