Morningstar

10X S&P 500 ETF CSP500

Morningstar Medalist Rating
Medalist Rating as of

Morningstar’s Analysis CSP500

Will CSP500 outperform in the 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 CSP500’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the CSP500 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 CSP500’s parent organization’s priorities and whether they’re in line with investors’ interests.

Senior Associate Analyst Brendan McCann

Brendan McCann

Senior Associate Analyst

Summary

Best-in-class option for large-cap US stocks. Vanguard S&P 500 accurately represents the large-cap US stock market, allowing its low fee and efficient portfolio to carve it a long-term edge.

by Brendan McCann
Rated on Published on

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Portfolio Holdings CSP500

More CSP500 Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 100.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Vanguard S&P 500 UCITS ETF

99.75 3B
—

Us Dollar Ned 6.50

0.21 7M
Cash and Equivalents

South African Rand Fsrb 6.75

0.06 2M
Cash and Equivalents

Euro Fsrb 6.75

0.00 93,258
Cash and Equivalents

Interest On Cash Ned 6.50

0.00 11,452
Cash and Equivalents

Other Fee Zar

0.00 197
Cash and Equivalents

Audit Fee Zar

−0.00 −70,280
Cash and Equivalents

Management Fee Zar

−0.02 −765,100
Cash and Equivalents

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