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 10/31/18

Distribution Yield 1.46%
SEC 30-Day Yield 1.49%

Price Information as of 11/16/18

NAV $67.09
NAV Change $0.18
Market Price Closing $67.08
Market Price Closing Change $0.27
Daily Trading Volume 24,587

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, 6/30/18). CSM consistently outperformed the S&P 500 over the trailing 3-year, 5-year and since-inception periods and in 51 of 51 rolling five-year periods (100% of periods) from 7/13/09 (fund inception)–9/30/18. For the number of months a fund outperformed a benchmark over a given period, CSM ranked 68 in the Large Blend category (1,056 funds) as of 9/30/18. CSM has the 5th longest track record out of 57 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.