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URPSX ProFunds UltraBear Svc

5 lower fee alternatives found

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Fund URPSX ProFunds UltraBear Svc GRZZX Grizzly Short RYMHX Rydex Inverse Mid-Cap Strategy H  
100% 90% 91%
Annual Fees
(2.61% Exp. Ratio)
(1.61% Exp. Ratio)
(1.65% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming -5.09% annual return
$943.49 $1,281.84 $1,266.30
Est. savings over 30 yrs +$338.35 +$322.81
As of 9/30/16
1 YR RETURN -30.66%
3 YR -24.86%
5 YR -32.33%
10 YR -23.78%
1 YR RETURN -22.78%
3 YR -10.44%
5 YR -17.50%
10 YR -11.15%
1 YR RETURN -16.05%
3 YR -11.40%
5 YR -17.37%
10 YR -12.63%
The investment seeks daily investment results, before fees and expenses, that correspond to twice the inverse (-2x) of the daily performance of the S&P 500® Index. The fund invests in derivatives that ProFund Advisors believes, in combination, should have similar daily return characteristics as two times the inverse (-2x) of the daily return of the index. It is a float-adjusted, market capitalization-weighted index of approximately 500 U.S. operating companies and real estate investment trusts selected through a process that factors in criteria such as liquidity, price, market capitalization and financial viability. It is non-diversified.
The investment seeks capital appreciation. The fund sells stocks short. Short selling involves the sale of borrowed securities. When the fund sells a stock short, it incurs an obligation to replace the stock borrowed at whatever its price may be at the time it purchases the stock for delivery to the securities lender. The fund generally has outstanding approximately 60 to 100 stocks that it has sold short. It utilizes a disciplined, unemotional, quantitative investment approach.
The investment seeks to provide investment results that match, before fees and expenses, the inverse (opposite) of the performance of the S&P MidCap 400® 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.

The best choice is based on a combined analysis of lowest fees and highest similarity to the original fund.


FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

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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