SPXV – ProShares S&P 500® ex-Health Care – ETF Stock Quote | Morningstar

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Will SPXV outperform in future?

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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 cost advantage over competitors, priced within the cheapest 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 1, 2024
Equity Holdings —
Bond Holdings —
Other Holdings —
% Assets in Top 10 Holdings 38.6

Top 10 Holdings	% Portfolio Weight	Market Value USD	Sector
Apple Inc	8.03	1.8 Mil	Technology
Microsoft Corp	7.25	1.6 Mil	Technology
NVIDIA Corp	7.07	1.6 Mil	Technology
Amazon.com Inc	3.98	894,151	Consumer Cyclical
Meta Platforms Inc Class A	2.98	669,603	Communication Services
Alphabet Inc Class A	2.27	511,015	Communication Services
Berkshire Hathaway Inc Class B	1.94	436,653	Financial Services
Alphabet Inc Class C	1.88	422,372	Communication Services
Broadcom Inc	1.87	420,787	Technology
Tesla Inc	1.56	351,123	Consumer Cyclical

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