Investment Test Drive

UAPSX ProFunds UltraSmall Cap Svc

5 lower fee alternatives found

FeeX scanned the market for similar funds with lower fees and better past returns
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Fund UAPSX ProFunds UltraSmall Cap Svc TNA Direxion Daily Small Cap Bull 3X ETF UWM ProShares Ultra Russell2000  
Similarity
?
100% 95% 87%
Annual Fees
?
$276.59
(2.60% Exp. Ratio)
$104.25
(0.98% Exp. Ratio)
$101.06
(0.95% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 6.38% annual return
$29,031.83 $47,620.44 $48,055.17
Est. savings over 30 yrs +$18,588.61 +$19,023.34
Return
As of 12/31/16
1 YR RETURN 37.95%
3 YR 7.18%
5 YR 23.61%
10 YR 3.10%
1 YR RETURN 57.95%
3 YR 9.39%
5 YR 35.66%
10 YR --
1 YR RETURN 40.72%
3 YR 9.51%
5 YR 26.24%
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, before fees and expenses, of 300% of the performance of the Russell 2000® Index. The fund creates long positions by investing at least 80% of its assets in the securities that comprise the Russell 2000® Index and/or financial instruments that provide leveraged and unleveraged exposure to the index. The index measures the performance of the small-cap segment of the U.S. equity universe and is comprised of the smallest 2,000 companies in the Russell 3000® Index, representing approximately 8% of the total market capitalization of that index. The fund is non-diversified.
The investment seeks daily investment results that correspond to two times (2x) the daily performance of the Russell 2000® Index. The fund invests in equity 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 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.

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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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