Utilities Ultrasector Profund Fund Quote
| UTPIX Fund | USD 79.23 1.81 2.34% |
Performance10 of 100
| Odds Of DistressLess than 17
|
Utilities Ultrasector is trading at 79.23 as of the 27th of November 2024; that is 2.34 percent up since the beginning of the trading day. The fund's open price was 77.42. Utilities Ultrasector has less than a 17 % chance of experiencing some financial distress in the next two years of operation and had a ok performance during the last 90 days. Equity ratings for Utilities Ultrasector Profund are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 31st of May 2024 and ending today, the 27th of November 2024. Click here to learn more.
The fund invests in financial instruments that the fund Advisors believes, in combination, should produce daily returns consistent with the Daily Target. The index is constructed and maintained by SP Dow Jones Indices LLC. The index represents the utilities sector of the SP 500 Index . More on Utilities Ultrasector Profund
Moving against Utilities Mutual Fund
Utilities Mutual Fund Highlights
| Fund Concentration | ProFunds Funds, Large Funds, Trading--Leveraged Equity Funds, Trading--Leveraged Equity, ProFunds (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 30th of November 2022 |
| Fiscal Year End | July |
Utilities Ultrasector Profund [UTPIX] is traded in USA and was established 27th of November 2024. Utilities Ultrasector is listed under ProFunds category by Fama And French industry classification. The fund is listed under Trading--Leveraged Equity category and is part of ProFunds family. This fund at this time has accumulated 6.5 M in net assets with minimum initial investment of 15 K. Utilities Ultrasector is currently producing year-to-date (YTD) return of 43.43% with the current yeild of 0.01%, while the total return for the last 3 years was 8.94%.
Check Utilities Ultrasector Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Utilities Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Utilities Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Utilities Ultrasector Profund Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Utilities Ultrasector Profund Mutual Fund Constituents
| AEP | American Electric Power | Stock | Utilities | |
| D | Dominion Energy | Stock | Utilities | |
| DUK | Duke Energy | Stock | Utilities | |
| ED | Consolidated Edison | Stock | Utilities | |
| EXC | Exelon | Stock | Utilities | |
| NEE | Nextera Energy | Stock | Utilities | |
| SO | Southern Company | Stock | Utilities | |
| SRE | Sempra Energy | Stock | Utilities |
Utilities Ultrasector Risk Profiles
| Mean Deviation | 1.21 | |||
| Semi Deviation | 1.28 | |||
| Standard Deviation | 1.6 | |||
| Variance | 2.57 |
Utilities Ultrasector Against Markets
Other Information on Investing in Utilities Mutual Fund
Utilities Ultrasector financial ratios help investors to determine whether Utilities Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Utilities with respect to the benefits of owning Utilities Ultrasector security.
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