The portfolio maintains a cost advantage over competitors, priced within the second-lowest fee quintile among peers.
ProShares Large Cap Core Plus CSM
Morningstar’s Analysis CSM
Will CSM 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 23.8
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Microsoft Corp | 5.04 | 21.5 Mil | Technology |
Apple Inc | 4.03 | 17.2 Mil | Technology |
NVIDIA Corp | 3.95 | 16.8 Mil | Technology |
Credit Suisse 130/30 Large Cap Long | 2.67 | 11.4 Mil | — |
Amazon.com Inc | 2.48 | 10.6 Mil | Consumer Cyclical |
Meta Platforms Inc Class A | 1.67 | 7.1 Mil | Communication Services |
Cash | 1.58 | 6.7 Mil | Cash and Equivalents |
Berkshire Hathaway Inc Class B | 1.56 | 6.6 Mil | Financial Services |
Cte ? Proshares Trust M | 1.48 | 6.3 Mil | — |
Broadcom Inc | 1.27 | 5.4 Mil | Technology |