ProFunds UltraSmall Cap Service Class (UAPSX)

Overview

The company presents itself as a specialized investment fund with a focus on achieving daily return objectives through strategic financial instruments. By leveraging the expertise of its fund advisors, the company aims to generate returns that are aligned with its Daily Target. This approach involves investing in a selection of financial products that, when combined, are expected to meet the collective investment goals. Significantly, the fund's strategy includes a selective focus on a market capitalization-weighted index that comprises approximately 2000 of the smallest companies from the Russell 3000® Index. This selection accounts for about 10% of the total market capitalization of the Russell 3000® Index, representing a substantial portion of the U.S. equity market. Notably, the fund adopts a non-diversified investment approach, underlining its targeted investment strategy in a specific segment of the market.

Products and Services

The company offers tailored investment products focusing on achieving predefined daily return targets. The products and services are characterized by their strategic investment in a niche segment of the equity market, as detailed below:

• Daily Target Return Fund:

  This investment vehicle is designed to achieve daily returns aligned with the fund’s investment objectives. By investing in a combination of financial instruments believed to collectively achieve the Daily Target, this fund aims to offer investors a focused approach to achieving short-term gains within the constraints of its investment strategy.

• Market Capitalisation-Weighted Index Investment:

  The fund strategically invests in approximately 2000 of the smallest companies within the Russell 3000® Index, which constitutes about 10% of its total market capitalization. This approach allows the fund to target a specific segment of the U.S. equity market, potentially benefiting from the growth and performance of these smaller companies. By focusing on this weighted index, the fund positions itself in a niche market segment, aiming to capitalize on its dynamics and opportunities.