SVPIX : ProFunds Small Cap Value Fund Investor Class

SVPIX is a US Stocks Market Small Value with HIGH fees.

SVPIX

ProFunds Small Cap Value Fund Investor Class

FI Score

12 /100

Expense Ratio Rating

2 /10

Expense Rating

0 /10

Market Score

0 /10

Category Score

5 /10

Market Size

0 /10

12% FI Score
  • svpix
  • Mutual Fund
  • US Stocks
  • Small Value

ProFunds Small Cap Value Fund Investor Class

Expenses: 1.74% (Better than 0% of similar funds)

This is a bad choice for a Small Value US Stocks fund. See why »

Fund Summary

The investment seeks investment results, before fees and expenses, that correspond to the performance of the S&P SmallCap 600® Value Index. The fund invests in financial instruments that ProFund Advisors believes, in combination, should have similar return characteristics as the return of the index. The index is designed to provide a comprehensive measure of small-cap U.S. equity "value" performance. It is an unmanaged float-adjusted, market capitalization-weighted index comprising of stocks representing approximately half the market capitalization of the S&P SmallCap 600 that have been identified as being on the value end of the growth-value spectrum.

Largest Holdings

Amount Holding
1.24% Darling Ingredients Inc
0.95% Avista Corp
0.85% Old National Bancorp
0.82% Anixter International Inc
0.78% Integer Holdings Corp
0.78% Columbia Banking System Inc
0.78% SkyWest Inc
0.76% Simmons First National Corp Class A
0.73% Apollo Commercial Real Estate Finance Inc
0.71% Wolverine World Wide Inc
0.71% ABM Industries Inc
0.70% Invesco Mortgage Capital Inc
0.67% American Equity Investment Life Holding Co
0.67% First Financial Bancorp
0.63% Korn Ferry
0.62% Sanmina Corp
0.61% First Midwest Bancorp Inc
0.60% Hillenbrand Inc
0.60% Quaker Chemical Corp
0.59% Arcosa Inc
0.59% Xenia Hotels & Resorts Inc
0.57% Myriad Genetics Inc
0.57% New York Mortgage Trust Inc
0.56% Merit Medical Systems Inc
0.56% Cadence Bancorp Class A

Minafi - The intersection of FI, minimalism & mindfulness.

Don't miss out on new posts, courses, interactive articles and more!

Join & Get Your First Course Free

© 2024   Adam Fortuna

Site Map
Triangle Graduation Cap Angle Down Book regular Phone laptop regular fire regular fire regular search regular Acorn duotone Seedling duotone thumbs down duo thumbs up duo