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SHPIX ProFunds Short Small Cap Inv

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Fund SHPIX ProFunds Short Small Cap Inv RYSHX Rydex Inverse Russell 2000® Strategy H  
100% 85%
Annual Fees
(1.80% Exp. Ratio)
(1.70% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming -4.41% annual return
$1,496.83 $1,543.24
Est. savings over 30 yrs +$46.41
As of 12/31/16
1 YR RETURN -21.84%
3 YR -10.99%
5 YR -17.11%
10 YR -13.98%
1 YR RETURN -21.09%
3 YR -10.40%
5 YR -16.39%
10 YR -13.22%
The investment seeks daily investment results, before fees and expenses, that correspond to the inverse (-1x) of the daily performance of the Russell 2000® Index. The fund invests in derivatives that ProFund Advisors believes should have similar daily return characteristics as the inverse (-1x) of the daily return of the index. It is a float-adjusted, market capitalization-weighted index containing approximately 2000 of the smallest companies in the Russell 3000® Index, or approximately 8% of the total market capitalization of the Russell 3000 Index, which in turn represents approximately 98% of the investable U.S. equity market. It is non-diversified.
The investment seeks to provide investment results that match, before fees and expenses, the inverse (opposite) of the performance of the Russell 2000® Index on a daily basis. The fund employs as its investment strategy a program of engaging in short sales of securities included in the underlying index and investing to a significant extent in derivative instruments. It will invest at least 80% of its net assets, plus any borrowings for investment purposes, in financial instruments with economic characteristics that should perform opposite to the securities of companies included in the underlying index. The fund is non-diversified.

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

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Yes, funds and ETFs charge fees

Deep within every fund you own lies a hidden fee called expense ratio. It takes away a set % of your savings each and every year. It can often be easily reduced by switching to similar investments with lower expense ratios.


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