CSMProShares Large Cap Core Plus
Tracks the performance of the UBS 130/30 Index.
By ProShares · Launched 2009
Annual Cost
0.45%
#2,233 of 5,854 · average
Fund Size
$510M
#1,570 of 5,854 · large
Return (1Y)Goal
+21.6%
Track Record
17 years
#670 of 5,854 · established
Performance
Total-return NAV · USDGrowth of $10,000
$11,963+19.6%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundAsset class
AlternativeRegion
North americaStrategy
Active selection
Index tracked
Credit Suisse 130/30 Large Cap Index
What it actually holds
By weightConcentration
Top 10 holdings = 29.0% of fund✓ well diversified
ProShares GENIUS Money Market ETF
5.2%
NVIDIA Corp.
4.9%
Apple, Inc.
4.4%
Microsoft Corp.
3.3%
N/A
2.4%
Amazon.com, Inc.
2.2%
Alphabet, Inc.
1.9%
Broadcom, Inc.
1.8%
Alphabet, Inc.
1.5%
Meta Platforms, Inc.
1.4%
Asset allocation
Stocks
91.7%
Cash
6.5%
Other
1.9%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
12.7%Moderate
Year-on-year price swings
Max drawdown
-36.1%Severe
Worst peak-to-trough loss
Sharpe (3Y)
1.00Decent risk-adjusted returns
Sortino (3Y)
1.47Good downside protection
Listing
- Exchange
- Cboe BZX
Full fund details
- Objective
- Tracks the performance of the UBS 130/30 Index.
- Strategy
- Invests primarily in large-cap U.S. companies using a 130/30 strategy, establishing long and short positions based on a multi-factor model. Seeks investment results that track the UBS 130/30 Index, which is constructed and maintained by UBS Securities LLC.
- Inception date
- July 13, 2009
- Fund family
- ProShares
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Data updated on 2026-08-03