CSMProShares Large Cap Core Plus
Tracks the performance of the UBS 130/30 Index.
By ProShares · Launched 2009
Annual Cost
0.45%
#2,319 of 6,040 · average
Fund Size
$527M
#1,620 of 6,040 · large
Return (1Y)
+16.9%
Track Record
17 years
#679 of 6,040 · established
Performance
Total-return NAV · USDGrowth of $10,000
$11,417+14.2%
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
Holdings
By weightConcentration
Top 10 holdings = 29.0% of funddiversified
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
91.2%
Cash
6.5%
Other
2.3%
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)
1.08Strong risk-adjusted returns
Sortino (3Y)
1.59Good 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
Similar funds
Same asset class, closest by strategy & exposureNext steps
Save CSM to compare it with other funds, or start building a portfolio.
Data updated on 2026-09-18