|
|
| 25.25 Net Asset Value | +0.52% 1 Day | +15.93% Year-to-Date | Overall Morningstar Rating |
| Trading-leveraged equity Style or Category | No Load Sales Expenses | 2.16% Expense Ratio | High Morningstar Risk Rating™ |
| 1 month | -4.03% | 3 years | +14.38% | |
| 3 months | +3.78% | 5 years | +13.16% | |
| 1 year | +15.15% | Since inception | +3.17% |
| UTPIX | Category | |
|---|---|---|
| Performance 5-yr return | +13.16% | +7.39% |
| Expense ratio | 2.16% | 2.10% |
| Risk 5 year sharpe ratio | 0.70 | 0.84 |
| Net assets | $12.1M | $61.7M |
| Average market cap | $14.9B | -- |
| Average P/E | 19.6 | -- |
| Portfolio turnover | 307% | 307% |
There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.
| Fund family | ProFunds |
| Fund manager & tenure | Michael Neches / 0 Years |
| Minimal initial investment | $15,000.00 |
| Minimum IRA investment | $15,000.00 |
| U.S. stock | 59.24% |
| Cash | 40.76% |
| International stock | 0.00% |
| Fixed income | 0.00% |
| Other | 0.00% |
| Utilities | 94.71% |
| Energy | 4.85% |
| Industrial materials | 0.44% |
| Business service | 0.00% |
| Consumer goods | 0.00% |
| DUK Duke Energy Corporation | 4.80% |
| SO Southern Co | 3.73% |
| D Dominion Resources Inc | 3.27% |
| NEE NextEra Energy Inc | 2.97% |
| EXC Exelon Corp | 2.50% |
| SE Spectra Energy Corp | 2.30% |
| AEP American Electric Power Co Inc | 2.14% |
| PCG PG&E Corp | 1.93% |
| PPL PPL Corp | 1.92% |
| SRE Sempra Energy | 1.87% |
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