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Morningstar

ProShares Large Cap Core Plus CSM

Morningstar Medalist Rating
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.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable CSM’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the CSM management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of CSM’s parent organization’s priorities and whether they’re in line with investors’ interests.

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

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings CSM

More CSM Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 23.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Apple Inc

4.75 21.1 Mil
Technology

Microsoft Corp

4.74 21.1 Mil
Technology

NVIDIA Corp

4.29 19.1 Mil
Technology

Credit Suisse 130/30 Large Cap Long

2.74 12.2 Mil
—

Amazon.com Inc

2.46 10.9 Mil
Consumer Cyclical

Meta Platforms Inc Class A

1.38 6.1 Mil
Communication Services

Alphabet Inc Class A

1.32 5.9 Mil
Communication Services

Cash

1.29 5.7 Mil
Cash and Equivalents

Broadcom Inc

1.20 5.3 Mil
Technology

Alphabet Inc Class C

1.07 4.8 Mil
Communication Services