Large Cap Core Plus - CSM Large Cap Core Plus

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.

ProShares Large Cap Core Plus (CSM) is a multi-factor ETF that has outperformed the S&P 500 since its inception nine years ago, and has done so on a consistent basis.

  • Outperformance is rare in large cap. Ninety-five percent of active funds failed to beat the S&P 500 over time, and most passive strategies are designed only to match market returns. But CSM has beaten the S&P 500 in 3-year, 5-year and since-inception trailing periods.
  • Consistent outperformance is even rarer. CSM has outpaced the S&P 500 in 100% of rolling five-year periods, and its record of besting the S&P 500 on a month-over-month basis surpasses 97% of all large-cap mutual funds and ETFs.
  • CSM is built on a disciplined, multi-factor approach. One of the longest-running smart beta funds, CSM’s strategy combines multiple well-established factors to achieve performance. The result is a portfolio designed to turn incremental returns over time into consistent outperformance.
  • Learn more about CSM's smart beta approach.
  • Read the Report—Consistent Outperformance: Proven by 100% Positive Rolling Return Periods for CSM's Strategy

Fund Snapshot

Ticker CSM
Intraday Ticker CSM.IV
CUSIP 74347R248
Inception Date 7/13/09
Expense Ratio 0.45%
NAV Calculation Time 4:00 p.m. ET
Distributions Quarterly

Fund Characteristics as of 9/30/18

Distribution Yield 1.36%
SEC 30-Day Yield 1.36%

Price Information as of 10/23/18

NAV $67.38
NAV Change -$0.39
Market Price Closing $67.37
Market Price Closing Change -$0.43
Daily Trading Volume 33,749

Performance

CSM Performance Chart

Market price charting data delayed at least 15 minutes. Data provided by Thomson Reuters.

Sources: Morningstar, Bloomberg, ProShares. The majority of active equity funds in the large-cap category underperformed the S&P 500 over trailing 3-year, 5-year, 10-year and 15-year periods (SPIVA U.S. Scorecard, 12/30/17). CSM consistently outperformed the S&P 500 over the trailing 3-year, 5-year and since-inception periods and in 48 of 48 rolling five-year periods (100% of periods) from 7/13/09 (fund inception)–7/31/18. For the number of months a fund outperformed a benchmark over a given period, CSM ranked 29 in the Large Blend category (1,071 funds) as of 7/31/18. CSM has the 6th longest track record out of 32 smart beta, multi-factor U.S. funds in Morningstar’s Large Value, Large Growth and Large Blend categories. Past performance is no guarantee of future results.