CSM - ETF AI Analysis
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ProShares Large Cap Core Plus (CSM)
Rating:67Neutral
Price Target:―
Positive Factors
Strong Recent Performance
The fund has delivered solid gains so far this year and over the past few months, showing positive momentum.
Leading Technology Holdings
Several major technology names in the top holdings have shown strong or improving performance, helping drive the ETF’s returns.
Broad Sector Diversification
The ETF spreads its investments across many sectors, which can help reduce the impact if any single industry runs into trouble.
Negative Factors
Heavy Tilt Toward Technology
A large share of the portfolio is in technology stocks, which can make the fund more sensitive to swings in that sector.
Mixed Performance Among Top Holdings
Some key positions, such as certain large technology names, have recently shown weaker or negative performance, which can drag on overall results.
Higher Expense Ratio Than Basic Index ETFs
The fund’s expense ratio is higher than many simple index-tracking ETFs, meaning a larger slice of returns goes toward fees.
CSM vs. SPDR S&P 500 ETF (SPY)
AUM518.59M
RegionNorth America
Expense Ratio0.45%
Beta1.01
IssuerProShares
Inception DateJul 14, 2009
Dividend Yield1.02%
Asset ClassEquity
Index TrackedCredit Suisse 130/30 Large Cap Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume4,199
30 Day Avg. Volume5,705
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
104.90Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering298
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
CSM Summary
ProShares Large Cap Core Plus (CSM) is an exchange-traded fund that follows the Credit Suisse 130/30 Large Cap Index, focusing mainly on large U.S. companies. It holds many well-known names like Apple and Nvidia, and spreads investments across several sectors, with a big tilt toward technology. Someone might consider this ETF for broad exposure to many leading U.S. stocks in one investment, with the potential for growth from large, established companies. A key risk is that it leans heavily on big tech and U.S. stocks, so its price can rise or fall sharply with swings in those parts of the market.
How much will it cost me?The ProShares Large Cap Core Plus ETF (CSM) has an expense ratio of 0.45%, which means you’ll pay $4.50 per year for every $1,000 invested. This is slightly higher than average because the fund uses an actively managed strategy with derivatives to enhance returns, unlike passively managed ETFs that track an index. It’s designed for investors seeking a more dynamic approach to large-cap investing.
What would affect this ETF?The ProShares Large Cap Core Plus ETF (CSM) could benefit from growth in the technology sector, which makes up a significant portion of its holdings, as well as strong performance from top companies like Nvidia, Apple, and Microsoft. However, rising interest rates or economic slowdowns could negatively impact large-cap stocks, particularly in cyclical sectors like consumer discretionary and financials, which are also part of the ETF's portfolio. Additionally, regulatory changes targeting major tech firms or derivatives strategies could pose risks to its performance.
CSM Top 10 Holdings
CSM is riding a tech-heavy wave, with Nvidia and Microsoft doing much of the heavy lifting as their AI and cloud stories keep pushing higher. Apple, once the star of the show, is losing a bit of steam lately, softening the overall tech punch. Amazon and Alphabet are more mixed, with recent choppiness offsetting earlier gains, while Meta has been a noticeable drag as sentiment cools. With a clear tilt toward U.S. mega-cap technology and communication names, the fund’s fortunes are tightly tied to the Big Tech narrative.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 5.36% | $28.01M | $5.39T | 22.80% | 76 Outperform | |
| Apple | 4.90% | $25.61M | $4.60T | 41.97% | 79 Outperform | |
| ― | 4.79% | $25.03M | ― | ― | ― | |
| Microsoft | 3.65% | $19.08M | $3.65T | -3.42% | 79 Outperform | |
| Amazon | 2.78% | $14.50M | $2.72T | 10.40% | 71 Outperform | |
| Alphabet Class A | 1.84% | $9.61M | $4.03T | 38.37% | 85 Outperform | |
| Broadcom | 1.60% | $8.37M | $1.73T | 0.33% | 76 Outperform | |
| Micron | 1.49% | $7.80M | $1.16T | 549.14% | 79 Outperform | |
| Meta Platforms | 1.45% | $7.58M | $1.67T | -14.72% | 76 Outperform | |
| Alphabet Class C | 1.42% | $7.39M | $4.03T | 37.22% | 82 Outperform |
CSM Technical Analysis
Positive
―
Price Trends
87.45
Positive
85.84
Positive
82.05
Positive
Market Momentum
0.08
Positive
48.61
Neutral
15.08
Positive
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For CSM, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 88.52, equal to the 50-day MA of 87.45, and equal to the 200-day MA of 82.05, indicating a neutral trend. The MACD of 0.08 indicates Positive momentum. The RSI at 48.61 is Neutral, neither overbought nor oversold. The STOCH value of 15.08 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for CSM.
CSM Peer Comparison
Comparison Results
Performance Comparison
CSM
ProShares Large Cap Core Plus
87.94
12.81
17.05%
IUS
Invesco RAFI Strategic US ETF
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FTQI
First Trust Hedged BuyWrite Income ETF
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CVLC
Calvert US Large-Cap Core Responsible Index ETF
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SPHB
Invesco S&P 500 High Beta ETF
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PTL
Inspire 500 ETF
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Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
DisclaimerThis AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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