UTPIX Rating, Research - Profunds Utilities Ultrasector Inv

Profunds Utilities Ultrasector Inv (utpix)

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Short Term Rating Stock Ratings Help

Asset Allocation (% of Port)

US Stocks
Non-US Stocks

Geographic Allocation (% of Port)

North America
South America
Australia + Pacific Islands
Long Term Rating Stock Ratings Help


SWOT Statistics

Strengths + Opportunities = 32

Threats + Weaknesses = 21

When strengths & opportunities substantially exceed threats & weaknesses an investment in the utpix mutual fund has great long term potential.

Fund Management Team

Fund Description Update

Profunds Utilities Ultrasector Inv (UTPIX) Description: UTPIX is a mutual fund, which is an investment that owns a basket of assets. The UTPIX mutual fund was provided by Profunds and this investment vehicle derives the majority of its value from equity holdings (stocks). Profundss mutual fund has a short management tenure and is in the small fund size classification. UTPIXs minimum initial investment amount is $5000 while the IRA minimum is $4000. UTPIXs expense ratio is roughly 2%. The latest UTPIXs front end load was 0% and the back end load was 0%. The Profunds Utilities Ultrasector Inv (UTPIX) mutual fund falls under the utilities category. UTPIX focuses its investments in USA and UTPIX is focused on the utilities industry or fund sector. The Profunds Utilities Ultrasector Inv (UTPIX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find UTPIXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of UTPIXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks growth of capital. The funds usually invests in securities of issuers from anywhere in the world. It normally maintains investments in at least three countries, including the United States. The funds equity investments may include established companies and new or small-capitalization companies. Although it may invest anywhere in the world, the fund mainly purchases securities of issuers in developed countries in North America, the Pacific Basin, and Europe. The fund may invest in debt securities of any rating. It may also invest in closed-end investment companies.

Management Analysis Update

Performance Analysis Update