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 | 5.09 | 21.3 Mil | Technology |
Apple Inc | 4.17 | 17.5 Mil | Technology |
NVIDIA Corp | 3.80 | 15.9 Mil | Technology |
Amazon.com Inc | 2.63 | 11.0 Mil | Consumer Cyclical |
Credit Suisse 130/30 Large Cap Long | 1.92 | 8.0 Mil | — |
Meta Platforms Inc Class A | 1.78 | 7.4 Mil | Communication Services |
Cash | 1.66 | 6.9 Mil | Cash and Equivalents |
Berkshire Hathaway Inc Class B | 1.59 | 6.7 Mil | Financial Services |
Alphabet Inc Class A | 1.35 | 5.7 Mil | Communication Services |
Broadcom Inc | 1.27 | 5.3 Mil | Technology |