| 27.55 Net Asset Value | +0.33% 1 Day | +6.99% 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 | +4.12% | 3 years | +15.40% | |
| 3 months | +7.16% | 5 years | +23.43% | |
| 1 year | +13.29% | Since inception | +3.87% |
| UTPIX | Category | |
|---|---|---|
| Performance 5-yr return | +23.43% | +23.62% |
| Expense ratio | 2.16% | 2.10% |
| Risk 5 year sharpe ratio | 1.23 | 1.13 |
| Net assets | $22.8M | $60.0M |
| Average market cap | $14.8B | -- |
| Average P/E | 19.9 | -- |
| 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 | 64.43% |
| Cash | 35.53% |
| Fixed income | 0.03% |
| International stock | 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 | 5.32% |
| D Dominion Resources Inc | 3.88% |
| SO Southern Co | 3.77% |
| NEE NextEra Energy Inc | 3.14% |
| EXC Exelon Corp | 2.58% |
| SE Spectra Energy Corp | 2.52% |
| AEP American Electric Power Co Inc | 2.42% |
| SRE Sempra Energy | 2.17% |
| PPL PPL Corp | 2.04% |
| PCG PG&E Corp | 1.97% |
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