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UMPSX ProFunds UltraMid Cap Svc

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Fund UMPSX ProFunds UltraMid Cap Svc MVV ProShares Ultra MidCap400 UMDD ProShares UltraPro MidCap400  
Similarity
?
100% 89% 88%
Annual Fees
?
$275.72
(2.52% Exp. Ratio)
$103.94
(0.95% Exp. Ratio)
$103.94
(0.95% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 9.41% annual return
$69,133.45 $111,649.55 $111,649.55
Est. savings over 30 yrs +$42,516.11 +$42,516.11
Return
As of 10/31/16
1 YR RETURN 6.20%
3 YR 8.43%
5 YR 20.32%
10 YR 6.66%
1 YR RETURN 8.30%
3 YR 10.27%
5 YR 22.32%
10 YR 8.34%
1 YR RETURN 8.31%
3 YR 12.63%
5 YR 31.23%
10 YR --
Description
The investment seeks daily investment results, before fees and expenses that correspond to two times (2x) the daily performance of the S&P MidCap 400®. The fund invests in securities and derivatives that ProFund Advisors believes, in combination, should have similar daily return characteristics as two times (2x) the daily return of the index. It is a float-adjusted, market capitalization-weighted index of 400 U.S. operating companies and real estate investment trusts selected through a mechanical process those factors 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, that correspond to two times (2x) the daily performance of the S&P MidCap 400®. 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 mid-size company U.S. stock market performance. It is a float-adjusted, market capitalization-weighted index of 400 U.S. operating companies and real estate investment trusts selected through a process. The fund is non-diversified.
The investment seeks daily investment results, before fees and expenses, that correspond to three times (3x) the daily performance of the S&P MidCap 400®. 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 measure of mid-size company U.S. stock market performance. It is a float-adjusted, market capitalization-weighted index of 400 U.S. operating companies and real estate investment trusts selected through a process. 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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