ProShares Large Cap Core Plus
Fund SnapshotTicker Symbol: CSM
Intraday Ticker: CSM.IV
Bloomberg Index Symbol: CS13030
Expense Ratio: 0.45%
Net Expense Ratio: 0.45%
Investment Objective: ProShares Large Cap Core Plus seeks investment results, before fees and expenses, that track the performance of the Credit Suisse 130/30 Large Cap Index.
The Large Cap Dilemma
Large cap exposure is an important part of most portfolios. But, getting it through funds is generally a choice between two approaches:
- Traditional index funds—offer the transparency and cost effectiveness of indexing, but you have to settle for market returns.
- Actively managed funds—give you the chance to outperform the market, but unfortunately, most don't. More than 90% of active fund managers underperformed the U.S. stock market.1
Now there's an ETF that combines both approaches: ProShares Large Cap Core Plus (CSM).
1 Source: S&P Indices Versus Active Funds (SPIVA®) U.S. Scorecard, Mid-Year 2016; the S&P 500 outperformed 91.91% of all actively managed large cap funds for the five-year period ending 6/30/2016.