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Morningstar

ProFunds Large Cap Value Svc LVPSX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 76.20  /  0.20 %
  • Total Assets 30.4 Mil
  • Adj. Expense Ratio
    2.650%
  • Expense Ratio 2.650%
  • Distribution Fee Level High
  • Share Class Type Level Load
  • Category Large Value
  • Investment Style Large Value
  • Min. Initial Investment 15,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 1,059%

USD | NAV as of Jan 27, 2023 | 1-Day Return as of Jan 27, 2023, 11:12 PM GMT+00:00

Morningstar’s Analysis LVPSX

Will LVPSX outperform in future?

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

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable LVPSX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the LVPSX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of LVPSX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Summary

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ProFunds Large Cap Value Svc earns a Morningstar Quantitative Rating of Negative on the basis of subpar People and Parent Pillar ratings. 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.

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