Morningstar

ProFunds Large Cap Value Fund Service Class LVPSX

Morningstar Medalist Rating
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Medalist Rating as of See ProFunds Investment Hub
  • NAV / 1-Day Return $106.79  /  +0.15 %
  • Fund Size $53.5M
  • Adjusted Expense Ratio 2.780%
  • Net Expense Ratio 2.780%
  • Fee Level: Distribution High
  • Share Class Type Level Load
  • Morningstar Category Large Value
  • Equity Style Box (Funds) Large Value
  • Minimum Initial Investment $15,000
  • Investment Status Open
  • TTM Yield 0.00%
  • Turnover Ratio 1,647%
NAV and 1-Day Return as of

Morningstar’s Analysis LVPSX

Will LVPSX outperform in the 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.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

ProFunds Large Cap Value Svc holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings LVPSX

More LVPSX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 23.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Apple Inc

7.67 401,274
Technology

Amazon.com Inc

4.23 221,066
Consumer Cyclical

ExxonMobil Holdings Corp

2.18 113,938
Energy

Walmart Inc

1.65 86,180
Consumer Defensive

Intel Corp

1.44 75,317
Technology

Costco Wholesale Corp

1.42 74,247
Consumer Defensive

Bank of America Corp

1.37 71,490
Financial Services

UnitedHealth Group Inc

1.27 66,304
Healthcare

Chevron Corp

1.25 65,151
Energy

Procter & Gamble Co

1.14 59,530
Consumer Defensive

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