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ProShares Large Cap Core Plus CSM

Medalist Rating as of | See ProShares Investment Hub

Morningstar’s Analysis CSM

Will CSM outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Weakness in ProShares Large Cap Core Plus's Process and People Pillar ratings limits this strategy to a Morningstar Medalist Rating of Negative.

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Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the second-lowest fee quintile among peers.

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Portfolio Holdings CSM

  • 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