Investment Test Drive

BLPIX ProFunds Bull Inv

3 lower fee alternatives found

FeeX scanned the market for similar funds with lower fees and better past returns
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Fund BLPIX ProFunds Bull Inv FAS Direxion Daily Financial Bull 3X ETF RYNVX Rydex Nova Inv  
Similarity
?
100% 86% 85%
Annual Fees
?
$167.86
(1.58% Exp. Ratio)
$103.05
(0.97% Exp. Ratio)
$132.80
(1.25% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 6.24% annual return
$38,123.41 $45,887.49 $42,150.63
Est. savings over 30 yrs +$7,764.08 +$4,027.22
Return
As of 12/31/16
1 YR RETURN 9.69%
3 YR 6.84%
5 YR 12.47%
10 YR 4.96%
1 YR RETURN 40.63%
3 YR 21.85%
5 YR 49.90%
10 YR --
1 YR RETURN 15.27%
3 YR 10.89%
5 YR 20.08%
10 YR 6.62%
Description
The investment seeks investment results, before fees and expenses, that correspond to the performance of the S&P 500® Index. The fund invests in securities and derivatives that the adviser believes, in combination, should have similar return characteristics as the return of the index. The index is a measure of large-cap U.S. stock market performance. 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 factor in criteria such as liquidity, price, market capitalization and financial viability. The fund is non-diversified.
The investment seeks daily investment results, before fees and expenses, of 300% of the performance of the Russell 1000® Financial Services Index. The fund creates long positions by investing at least 80% of its assets in the securities that comprise the Russell 1000® Financial Services Index and/or financial instruments that provide leveraged and unleveraged exposure to the index. The index is a subset of the Russell 1000® Index that measures the performance of the securities classified in the financial services sector of the large-cap U.S. equity market. It is non-diversified.
The investment seeks to provide investment results that match, before fees and expenses, 150% of the performance of the S&P 500® Index on a daily basis. The fund employs as its investment strategy a program of investing in the common stock of companies that are generally within the capitalization range of the underlying index and leveraged derivative instruments, which primarily consist of equity index swap agreements, futures contracts, and options on securities, futures contracts, and stock indices. 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.

Similarity

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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