SPXV
ProShares S&P 500 Ex-Health Care ETFSPXV Fund Description
SPXV tracks a market cap-weighted index of US large- and midcap stocks (the S&P 500), excluding firms in the healthcare sector.
SPXV Factset Analytics Insight
SPXV launched in September 2015 as part of a suite of "ex-sector" funds from ProShares, which seek to represent the US large-cap space without exposure to one sector—healthcare, in this case. These funds might be used either speculatively (you think the healthcare sector will underperform and want to avoid it) or in a complementary fashion (you have large speculative positions or company stock in the healthcare sector, and are looking to diversify). While SPXV isn't too pricey, it's still several times more expensive than the ultra-cheap ETFs tracking the plain S&P 500. We'll see if the strategy manages to attract investor interest. Trade carefully, and look for scoring in March 2016.
SPXV MSCI ESG Analytics Insight
ProShares S&P 500 Ex-Health Care ETF has an MSCI ESG Fund Rating of BBB based on a score of 5.65 out of 10. The MSCI ESG Fund Rating measures the resiliency of portfolios to long-term risks and opportunities arising from environmental, social, and governance factors. ESG Fund Ratings range from best (AAA) to worst (CCC). Highly rated funds consist of companies that tend to show strong and/or improving management of financially relevant environmental, social and governance issues. These companies may be more resilient to disruptions arising from ESG events.
The fund’s Peer Rank reflects the ranking of a fund’s MSCI ESG Fund Quality Score against the scores of other funds within the same peer group, as defined by the Thomson Reuters Lipper Global Classification. ProShares S&P 500 Ex-Health Care ETF ranks in the 55th percentile within its peer group and in the 66th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
SPXV MSCI FaCS and Factor Box
MSCI FaCS is a standard method for evaluating and reporting the Factor characteristics of equity portfolios including ETFs. The Factor Box includes 6 Factors that MSCI has identified that historically provided a return premium. On the vertical axis, the Factor Groups, are displayed and the horizontal axis displays the Factor exposure, overweight, underweight or neutral.
SPXV Charts And Performance
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SPXV Portfolio Data
SPXV Portfolio Management
SPXV Tax Exposures
SPXV Fund Structure
SPXV Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of SPXV. SPXV is rated a 4 out of 5.
SPXV Tradability
SPXV Sector/Industry Breakdown
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SPXV Top 10 Holdings[View All]
SPXV Countries
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SPXV Regions
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SPXV Economic Development
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SPXV Performance Statistics
SPXV MSCI ESG Ratings
SPXV Benchmark Comparison Summary
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SPXV Benchmark Comparison Market Cap Size
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