ProShare Advisors is the issuer behind the CSM ETF. The fund invests in financial instruments that aim to replicate the performance of the Index, which follows a quantitatively constructed 130/30 U.S. large-cap equity strategy. This strategy results in the Index having a total long exposure of 130% and a total short exposure of 30% at each monthly reconstitution date. The Index uses a rules-based ranking and weighting methodology, considering 50 factors grouped into ten equal-weighted factor composites, to select its constituents. ProShare Advisors uses a mathematical approach to manage the assets of the Fund, striving to provide exposure to the Index's returns without regard to market conditions, trends, or direction.
While the CSM Dividend ETF (CSM) primarily emphasizes dividend-paying stocks, it still follows a structured dividend distribution approach. Dividend eligibility in CSM relies on the underlying methodology that selects high-quality companies with strong dividend histories. Typically, dividend distributions occur on a quarterly basis, reflecting the dividends received from the constituent stocks. CSM's dividend policies aim to provide investors with consistent income, making it an attractive choice for those seeking steady dividend returns from their investments.
Tracking the CS13030 Index is at the core of the ProShares Large Cap Core Plus ETF's strategy. The ETF seeks to replicate a 130/30 U.S. large cap equity strategy, maintaining a total long exposure of 130% and total short exposure of 30% at each monthly reconstitution date. ProShare Advisors employs a quantitative approach, considering 50 factors including fundamental data, earnings forecasts, pricing, and volume data to determine index constituents and weightings. By investing in equity securities and derivatives, the fund aims to provide investors with a risk profile similar to the underlying universe, with the potential for incremental risk-adjusted outperformance.
The correlation aspect of the ProShares Large Cap Core Plus ETF (CSM) primarily revolves around its objective to track the performance of the Index. The Index employs a quantitative 130/30 U.S. large-cap equity strategy, resulting in total long exposure of 130% and total short exposure of 30% at each monthly reconstitution date. This strategy aims to provide risk characteristics similar to the Universe (500 leading large-cap U.S. companies) while seeking incremental risk-adjusted outperformance. CSM's correlation with the broader equity market is influenced by its factor-based ranking and weighting methodology, making it essential for investors to analyze this correlation to make informed investment decisions.
The ProShares Large Cap Core Plus ETF (CSM) is focused on replicating an investment strategy based on the S&P 500 Index, which includes leading large-cap U.S. companies. This ETF aims to provide a quantitatively constructed 130/30 U.S. large-cap equity strategy, with 130% long exposure and 30% short exposure. It utilizes a rules-based ranking and weighting methodology that considers 50 factors grouped into ten equal-weighted factor composites, covering categories such as value, growth, momentum, and size. The ETF combines traditional and alternative investment instruments, including equity securities and derivatives, to achieve its investment objective. As of May 31, 2022, the S&P 500 Index, and consequently, CSM, had significant exposure to the information technology and healthcare sectors, offering investors a blend of growth potential and risk inherent in these sectors.
The specific exposure details of the CSM ETF are crucial for investors looking to understand its alignment with markets, regions, and sectors. For those unfamiliar with the exact exposure characteristics of CSM, our tool, ETF insider, is here to assist. Through its web app, ETF insider provides comprehensive data on all US ETFs, offering clear visualizations and insights, enabling investors to easily identify overlaps, correlations, and other essential metrics.
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