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Morningstar

ProFunds Large Cap Value Svc LVPSX

Morningstar Medalist Rating
Medalist Rating as of | See ProFunds Investment Hub
  • NAV / 1-Day Return 86.23  /  +0.19 %
  • Total Assets 7.8 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 Value
  • Min. Initial Investment 15,000
  • Status Open
  • TTM Yield —
  • Turnover 647%

USD | NAV as of Apr 19, 2024 | 1-Day Return as of Apr 19, 2024, 12:05 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.

  • 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.

ProFunds Large Cap Value Svc earns a Morningstar Medalist Rating of Negative 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 highest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings LVPSX

More LVPSX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 18.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
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UnitedHealth Group Inc

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Chevron Corp

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Walmart Inc

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Procter & Gamble Co

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The Home Depot Inc

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Consumer Cyclical