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 22.9
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Microsoft Corp | 4.96 | 20.9 Mil | Technology |
Apple Inc | 4.08 | 17.2 Mil | Technology |
NVIDIA Corp | 3.58 | 15.1 Mil | Technology |
Amazon.com Inc | 2.50 | 10.5 Mil | Consumer Cyclical |
Credit Suisse 130/30 Large Cap Long | 2.07 | 8.7 Mil | — |
Berkshire Hathaway Inc Class B | 1.61 | 6.8 Mil | Financial Services |
Cash | 1.58 | 6.6 Mil | Cash and Equivalents |
Meta Platforms Inc Class A | 1.46 | 6.2 Mil | Communication Services |
Alphabet Inc Class A | 1.32 | 5.5 Mil | Communication Services |
Broadcom Inc | 1.29 | 5.4 Mil | Technology |