Morningstar

ProFunds Small Cap Growth Fund Service Class SGPSX

Morningstar Medalist Rating
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Medalist Rating as of See ProFunds Investment Hub
  • NAV / 1-Day Return $94.64  /  +0.68 %
  • Fund Size $4.1M
  • Adjusted Expense Ratio 2.780%
  • Net Expense Ratio 2.780%
  • Fee Level: Distribution High
  • Share Class Type Level Load
  • Morningstar Category Small Blend
  • Equity Style Box (Funds) Small Growth
  • Minimum Initial Investment $15,000
  • Investment Status Open
  • TTM Yield 0.00%
  • Turnover Ratio 540%
NAV and 1-Day Return as of

Morningstar’s Analysis SGPSX

Will SGPSX 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 SGPSX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the SGPSX 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 SGPSX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

ProFunds Small Cap Growth 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 SGPSX

More SGPSX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 10.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Corcept Therapeutics Inc

1.26 105,789
Healthcare

Viasat Inc

1.20 101,163
Technology

Brinker International Inc

1.05 88,686
Consumer Cyclical

Ryman Hospitality Properties Inc

0.97 81,526
Real Estate

FormFactor Inc

0.95 80,075
Technology

Protagonist Therapeutics Inc

0.95 79,934
Healthcare

ESCO Technologies Inc

0.94 79,138
Technology

Alkermes PLC

0.94 79,021
Healthcare

StoneX Group Inc

0.93 78,408
Financial Services

Argan Inc

0.91 77,008
Industrials

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