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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 People and Process 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-cheapest 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

5.02 22.0 Mil
Technology

Apple Inc

4.36 19.1 Mil
Technology

NVIDIA Corp

3.91 17.1 Mil
Technology

Credit Suisse 130/30 Large Cap Long

2.68 11.8 Mil

Amazon.com Inc

2.53 11.1 Mil
Consumer Cyclical

Berkshire Hathaway Inc Class B

1.57 6.9 Mil
Financial Services

Meta Platforms Inc Class A

1.50 6.6 Mil
Communication Services

Cash

1.49 6.5 Mil
Cash and Equivalents

Alphabet Inc Class A

1.41 6.2 Mil
Communication Services

Broadcom Inc

1.35 5.9 Mil
Technology