ProShares - Large Cap Core Plus

Frequently Asked Questions About CSM

What does CSM invest in?

This fund, managed by ProShare Advisors, seeks to closely mirror the performance of a particular benchmark index by investing in a range of financial instruments. The underlying index employs a sophisticated investment strategy that involves taking both bullish (long) and bearish (short) positions in the shares of 500 prominent large-capitalization U.S. companies, collectively known as the "Universe." The allocation and weighting of these companies within the index are governed by a systematic, predefined set of rules. It should also be noted that the fund maintains a concentrated portfolio, rather than being broadly diversified.

What is the expense ratio of CSM?

ProShares - Large Cap Core Plus (CSM) charges an expense ratio of 0.45%. This is the annual fee deducted from fund assets to cover management and operations.

How big is CSM?

ProShares - Large Cap Core Plus (CSM) manages $524.2M in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.

Is CSM actively managed or an index fund?

CSM's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.

When was CSM launched?

ProShares - Large Cap Core Plus (CSM) launched in July 2009 and is managed by ProShares.

How has CSM performed?

CSM's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.