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. CSM’s index has outperformed the S&P 500 since the index's inception more than 10 years ago, and has done so on a consistent basis.

  • Outperformance is rare in large cap. Ninety-two percent of actively managed large-cap mutual funds and ETFs failed to beat the S&P 500 over time, and most passive strategies are designed only to match market returns. But CSM’s index has outperformed the S&P 500 from inception (4/21/08) through 3/31/19.
  • Consistent outperformance is even rarer. CSM has outpaced the S&P 500 in 91% of rolling five-year periods, and its record of besting the S&P 500 on a month-over-month basis surpasses 94% of all large-cap blend 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 portfolio’s design seeks to turn incremental returns over time into consistent outperformance.
  • Learn more about CSM's smart beta approach.

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 4/30/19

Distribution Yield 1.12%
SEC 30-Day Yield 1.49%

Price Information as of 5/23/19

NAV $68.21
NAV Change -$0.87
Market Price Closing $68.19
Market Price Closing Change -$0.85
Daily Trading Volume 17,914

Performance

CSM Performance Chart

Chart data from Thomson Reuters. Chart is updated nightly to reflect the more recent of the previous day's market closing price or the closing price on the day the fund was last traded. Data is delayed at least 15 minutes.

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, 12/31/18). CSM consistently outperformed the S&P 500 in 52 of 57 rolling five-year periods (91.23% of periods) from 8/1/09-3/31/19 (7/13/09 fund inception). For the number of months a fund outperformed a benchmark over a given period, CSM ranked 56 in the Large Blend category (1,078 funds) as of 3/31/19. CSM has the 4th 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.