Skip to Content

ProFunds Large Cap Value Svc LVPSX

Medalist Rating as of | See ProFunds Investment Hub
  • NAV / 1-Day Return 87.50  /  +0.31 %
  • Total Assets 59.3 Mil
  • Adj. Expense Ratio
    2.780%
  • Expense Ratio 2.780%
  • Distribution Fee Level High
  • Share Class Type Level Load
  • Category Large Value
  • Investment Style Large Blend
  • Min. Initial Investment 15,000
  • Status Open
  • TTM Yield
  • Turnover 647%

USD | NAV as of Feb 24, 2024 | 1-Day Return as of Feb 24, 2024, 1:06 AM GMT+0

Morningstar’s Analysis LVPSX

Will LVPSX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

ProFunds Large Cap Value Svc earns a Morningstar Medalist Rating of Neutral with strength in areas such as Process offset by weaker spots such as People.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the most expensive quintile among peers.

Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings LVPSX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 27.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

6.63 528,804
Technology

Meta Platforms Inc Class A

4.20 335,314
Communication Services

Amazon.com Inc

4.10 327,135
Consumer Cyclical

Berkshire Hathaway Inc Class B

3.90 311,634
Financial Services

JPMorgan Chase & Co

2.54 202,471
Financial Services

Walmart Inc

1.46 116,838
Consumer Defensive

Cisco Systems Inc

1.33 106,449
Technology

Salesforce Inc

1.23 98,005
Technology

Netflix Inc

1.15 91,395
Communication Services

Bank of America Corp

1.14 91,242
Financial Services