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-two percent of large-cap mutual 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 on a trailing basis since the fund’s inception in July 2009.
  • Consistent outperformance is even rarer. CSM has outpaced the S&P 500 in 96% of rolling five-year periods, and its record of besting the S&P 500 on a month-over-month basis surpasses 95% 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.
  • Read the Report—Consistent Outperformance: Proven by 100% Positive Rolling Return Periods for CSM's Strategy
You may order paper copies by contacting ProShares Client Services at 866-PRO-5125 (866-776-5125)

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 since inception on a trailing basis and in 52 of 54 rolling five-year periods (96.30% of periods) from 8/1/09-12/31/18 (7/13/19 fund inception). For the number of months a fund outperformed a benchmark over a given period, CSM ranked 49 in the Large Blend category (1,080 funds) as of 12/31/18. CSM has the 4th longest track record out of 30 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.

This report is intended for general information and should not be used to solicit prospective investors. For more complete information please review the prospectus.

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Credit Suisse 130/30 Large Cap Index information is for Financial Professionals Only (login required).

Follow these steps for access:

  1. Select "Institutional" as your client type and Save, then Accept the service agreement on the following screen.
  2. In the left column, click Equity Indices and Smart Beta for the Credit Suisse 130/30 Large Cap Index. Click the index name again under Indices Details.