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Morningstar

ProFunds Small Cap Value Svc SVPSX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 81.63  /  0.65 %
  • Total Assets 4.6 Mil
  • Adj. Expense Ratio
    1.680%
  • Expense Ratio 2.680%
  • Distribution Fee Level High
  • Share Class Type Level Load
  • Category Small Value
  • Investment Style Small Value
  • Min. Initial Investment 15,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 638%

USD | NAV as of Jan 27, 2023 | 1-Day Return as of Jan 27, 2023, 11:16 PM GMT+00:00

Morningstar’s Analysis SVPSX

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

People Pillar

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

Summary

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ProFunds Small Cap Value Svc earns a Morningstar Quantitative Rating of Neutral 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 highest quintile among peers.

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