Morningstar

ProShares Equities for Rising Rates ETF EQRR

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

Morningstar’s Analysis EQRR

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

  • People Pillar

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

Weakness in ProShares Equities for Rising Rates ETF'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 cost advantage over competitors, priced within the cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings EQRR

More EQRR Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 29.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Exxon Mobil Corp

3.18 446,682
Energy

EOG Resources Inc

3.10 435,661
Energy

Marathon Petroleum Corp

3.01 422,938
Energy

Phillips 66

2.94 412,761
Energy

ConocoPhillips

2.94 412,132
Energy

Schlumberger Ltd

2.84 399,162
Energy

Diamondback Energy Inc

2.81 394,300
Energy

Coterra Energy Inc Ordinary Shares

2.77 388,846
Energy

Valero Energy Corp

2.74 385,280
Energy

Halliburton Co

2.72 381,636
Energy

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