Investment Test Drive

UAPIX ProFunds UltraSmall Cap Inv

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Fund UAPIX ProFunds UltraSmall Cap Inv URTY ProShares UltraPro Russell2000 SAA ProShares Ultra SmallCap600  
Similarity
?
100% 88% 85%
Annual Fees
?
$175.87
(1.60% Exp. Ratio)
$104.42
(0.95% Exp. Ratio)
$104.42
(0.95% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 9.92% annual return
$105,202.04 $128,175.67 $128,175.67
Est. savings over 30 yrs +$22,973.63 +$22,973.63
Return
As of 11/30/16
1 YR RETURN 18.64%
3 YR 7.72%
5 YR 23.71%
10 YR 3.62%
1 YR RETURN 24.75%
3 YR 9.18%
5 YR 34.53%
10 YR --
1 YR RETURN 29.49%
3 YR 13.70%
5 YR 29.74%
10 YR --
Description
The investment seeks daily investment results, before fees and expenses, that correspond to two times (2x) the daily performance of the Russell 2000® Index. The fund invests in securities and derivatives that the advisor believes should have similar daily return characteristics as two times 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 daily investment results that correspond to three times (3x) the daily performance of the Russell 2000® Index. The fund invests in securities and derivatives that ProShare Advisors believes, in combination, should have similar daily return characteristics as three times (3x) the daily return of the index. The index 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 daily investment results that correspond to two times (2x) the daily performance of the S&P SmallCap 600®. The fund invests in securities and derivatives that ProShare Advisors believes, in combination, should have similar daily return characteristics as two times (2x) the daily return of the index. The index is a measure of small-cap company U.S. stock market performance. It is a float-adjusted, market capitalization-weighted index of 600 U.S. operating companies selected through a process that factors in criteria such as liquidity, price, market capitalization, financial viability and public float. 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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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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