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Mutual Fund Insights: ProFunds Pharmaceuticals UltraSector Inv Fund (PHPIX)

In-depth Analysis of ProFunds Pharmaceuticals UltraSector Inv Fund (PHPIX)

Mutual fund chart: ProFunds Pharmaceuticals UltraSector Inv Fund (PHPIX)

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See ProFunds Pharmaceuticals UltraSector Inv Fund (PHPIX) performance details as of January 31, 2010

  

    Last Trade: $8.55 on 3/11/2010, Change: +0.09 (1.06%)

  

Fund ManagerFund Manager - Howard S. Rubin

Fund Manager Tenure: 0.3 years   [Similar Funds: PHPSX ]
Fundmojo Fund Grade: N/A (Score: *manager is new*)     (What does this score mean?)
Rubin has been a senior portfolio manager with ProFund Advisors since November 2004, except for the period from May 13, 2005 to July 17, 2005, during which he was self-employed. He was a portfolio manager from April 2000 to November 2004. Rubin holds the Chartered Financial Analyst designation.  Get more insights on Howard S. Rubin

  

What we like about ProFunds Pharmaceuticals UltraSector Inv Fund (PHPIX) What we like about ProFunds Pharmaceuticals UltraSector Inv Fund (PHPIX)

Data for ProFunds Pharmaceuticals UltraSector Inv Fund (PHPIX) as of January 31, 2010

  • ProFunds Pharmaceuticals UltraSector Inv Fund (PHPIX) has good short-term performance (1-year return 33.05% vs 24.07% Health category average)
  • ProFunds Pharmaceuticals UltraSector Inv Fund (PHPIX) has a lower management fee than its Health average: 1.73% vs 1.91%
  • ProFunds Pharmaceuticals UltraSector Inv Fund (PHPIX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

What we are cautious about ProFunds Pharmaceuticals UltraSector Inv Fund (PHPIX) What we are cautious about ProFunds Pharmaceuticals UltraSector Inv Fund (PHPIX)

Data for ProFunds Pharmaceuticals UltraSector Inv Fund (PHPIX) as of January 31, 2010

  • ProFunds Pharmaceuticals UltraSector Inv Fund (PHPIX) management has been with ProFunds Pharmaceuticals UltraSector Inv Fund for only 0.3 years, it is hard to judge manager's ability based on this fund's operation record
  • ProFunds Pharmaceuticals UltraSector Inv Fund is a focused fund with 47.49% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
  • ProFunds Pharmaceuticals UltraSector Inv Fund (PHPIX) has a less-than-ideal mid-term performance (3-year return -6.00% vs -0.24% Health category average)
  • ProFunds Pharmaceuticals UltraSector Inv Fund (PHPIX) has a less-than-ideal Long-term performance (5-year return 0.56% vs 4.22% Health category average)
  • ProFunds Pharmaceuticals UltraSector Inv Fund (PHPIX) ratio of up-years vs down years can be improved
  • ProFunds Pharmaceuticals UltraSector Inv Fund (PHPIX) has a Morningstar rating of 3 and below
  • ProFunds Pharmaceuticals UltraSector Inv Fund (PHPIX) has an annual stock turnover rate of 1046.00% that is higher than the Health average of 152.72%. This could mean ProFunds Pharmaceuticals UltraSector Inv is more nimble, but also signal potential high tax impact and high trading fees
  • ProFunds Pharmaceuticals UltraSector Inv Fund (PHPIX) does not have a good risk adjusted return as its 3-year Alpha of 2.89 is worse than category average of 5.11, and its 3-year Sharpe ratio is -0.18
  • ProFunds Pharmaceuticals UltraSector Inv Fund (PHPIX) is more volatile than its peers as it has a 3-year Standard Deviation of 26.39 that is higher than category average of 18.84
See ProFunds Pharmaceuticals UltraSector Inv Fund (PHPIX) performance details as of January 31, 2010

  

  

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ProFunds Pharmaceuticals UltraSector Inv Fund (PHPIX) Net Asset

Track net asset change of ProFunds Pharmaceuticals UltraSector Inv fund (PHPIX)

DateNet Asset
01/2010$3.59M
11/2009$10.01M
10/2009$3.43M
More historic net asset information on ProFunds Pharmaceuticals UltraSector Inv Fund (PHPIX)

  

ProFunds Pharmaceuticals UltraSector Inv Fund (PHPIX) Portfolio Allocation

Track portfolio allocation change of ProFunds Pharmaceuticals UltraSector Inv fund (PHPIX)

DateCashStockBondOther
10/200950.16%49.84%0%0%
07/200933.42%66.58%0%0%
04/200945.71%54.77%0%0%
Click here to see more historic asset allocation information on ProFunds Pharmaceuticals UltraSector Inv Fund (PHPIX)

  

Most Recent Top 10 Holdings in ProFunds Pharmaceuticals UltraSector Inv Fund (PHPIX)

Discover what ProFunds Pharmaceuticals UltraSector Inv Fund (PHPIX) manager is buying

31-Oct-09
JOHNSON AND JOHNS DC [12.98%]
PFIZER INC [10.88%]
ABBOTT LABORATORIES [6.16%]
Merck & Co [5.18%]
Schering-Plough Corporation [3.63%]
BRISTOL-MYERS SQUIBB [3.41%]
LILLY ELI CO [2.66%]
ALLERGAN INC [1.35%]
FOREST LABS CL A [0.67%]
HOSPIRA INC [0.57%]

31-Jul-09
JOHNSON AND JOHNS DC [17.19%]
PFIZER INC [10.97%]
ABBOTT LABORATORIES [7.07%]
MERCK CO INC [6.48%]
WYETH [6.34%]
BRISTOL-MYERS SQUIBB [4.38%]
Schering-Plough Corporation [4.37%]
LILLY ELI CO [3.52%]
ALLERGAN INC [1.66%]
FOREST LABS CL A [0.8%]

30-Apr-09
JOHNSON AND JOHNS DC [13.8%]
PFIZER INC [8.57%]
ABBOTT LABORATORIES [6.12%]
WYETH [5.37%]
MERCK CO INC [4.87%]
BRISTOL MYERS SQIBB [3.6%]
SCHERING PLOUGH CP [3.55%]
LILLY ELI CO [3.02%]
ALLERGAN INC [1.35%]
FOREST LABS CL A [0.63%]
Click here for Stock Holding Change Map in ProFunds Pharmaceuticals UltraSector Inv Fund (PHPIX)

  

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