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ANEWProShares MSCI Transformational Changes ETF

Grow my money5y track recordRanked #2,245 of 3,055 in this goal

Tracks the performance of the MSCI Global Transformational Changes Index.

By ProShares · Launched 2020

Annual Cost

0.45%

#2,319 of 6,040 · average

Fund Size

$8M

#5,085 of 6,040 · small

Return (1Y)

+5.0%

Track Record

5 years

#2,183 of 6,040 · seasoned

Performance

Total-return NAV · USD
Growth of $10,000
$10,491+4.9%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Equity

Region

Global

Cap

Multi cap

Strategy

Index tracking

Focus

General Innovation

Index tracked

MSCI Global Transformational Changes Index

Holdings

By weight

Concentration

Top 10 holdings = 24.2% of funddiversified

Deere & Co.
2.7%
Roche Holding AG
2.7%
International Flavors & Fragrances, Inc.
2.6%
Nutrien Ltd.
2.6%
Corteva, Inc.
2.5%
Alphabet, Inc.
2.2%
McCormick & Co., Inc.
2.2%
Symrise AG
2.2%
Meta Platforms, Inc.
2.2%
AGCO Corp.
2.2%

Asset allocation

Stocks
99.7%
Cash
0.3%

By sector

Healthcare
29.2%
Technology
22.0%
Communication
14.2%
Consumer Cyclical
12.5%
Basic Materials
9.5%
Consumer Defensive
5.0%
Industrials
4.9%
Financial Services
2.6%
Other
0.1%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
14.0%Moderate

Year-on-year price swings

Max drawdown
-39.9%Severe

Worst peak-to-trough loss

Sharpe (3Y)
0.77Decent risk-adjusted returns
Sortino (3Y)
1.13Good downside protection

Listing

Exchange
NYSE Arca

Full fund details

Objective
Tracks the performance of the MSCI Global Transformational Changes Index.
Strategy
Invests primarily in equity securities of companies associated with themes like Future of Work, Digital Consumer, Genomic & Telehealth, and Food Revolution. Uses a replication strategy to track the MSCI Global Transformational Changes Index, which includes large, mid, and small-cap companies across developed and emerging markets.
Inception date
October 14, 2020
Fund family
ProShares

Next steps

Save ANEW to compare it with other funds, or start building a portfolio.

Data updated on 2026-09-18