ProFunds UltraBear Inv
Profund Advisors LLC, 7501 Wisconsin Avenue, Suite 1000, Bethesda, Maryland 20814, U.
Phone: 888-776-3637
| Category: | Bear Market | | Fund Family: | ProFunds | | Net Assets: | 120.78M | | Year-to-Date Return: | -23.12% | | Yield: | 0.82% | | Morningstar Rating: | N/A | | Fund Inception Date: | 22-Dec-97 |
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Elisa Petit
Lead Manager since
02-Mar-00 | | | Petit is a portfolio manager with ProFund Advisors. Prior to joining ProFund Advisors, she managed equity funds for Banque Populaire Group in Paris, France. Petit is an operations certificate holder of the International Securities Market Association (ISMA), a charter holder of the Luxembourg Institute for Training in Banking (IFBL) and is a member of the Washington Association of Money Managers. |
| Min Initial Investment: | $15,000 | | Min Initial Investment, IRA: | $15,000 | | Min Initial Investment, AIP: | $15,000 | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | $100 | | Min Subsequent Investment, AIP: | $100 |
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| The investment seeks daily investment result that corresponds to twice the inverse of the daily performance of the S&P 500 index. The fund takes positions in financial instruments that should have similar daily return characteristics as twice the inverse of the S&P 500 index. It employs leveraged investment techniques in seeking its investment objective. The fund invests assets which are not invested in equity securities or financial instruments in debt instruments or money market instruments. It is nondiversified. |
| Last Dividend
(30-Dec-08):
| 0.13 | | Last Cap Gain
| N/A | | Annual Holdings Turnover
| N/A | | Average for Category:
| 341.17% |
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| Expense | URPIX | Category
Avg | | Total Expense Ratio: | 1.49%
| 1.91% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | %
| 4.81% | | Max Deferred Sales Load: | %
| 1.21% | | 3 Yr Expense Projection*: |
$471 | $769 | | 5 Yr Expense Projection*: |
$813 | $1,267 | | 10 Yr Expense Projection*: |
$1,779 | $2,620 |
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0.29 (2.62%)
