Key stats
About UltraPro MidCap400
Expense ratio
0.95%
Home page
Inception date
Feb 11, 2010
UMDDs investment goal is to provide 3x leveraged exposure to the S&P mid-cap 400 Index. The underlying index is a well-known representation of the market that captures the space well. It: (i) is market cap-weighted, (ii) measures mid-size company US stock market performance, and (iii) factors in criteria such as liquidity, price, market capitalization and financial viability. As a levered product, UMDD presents different risks than other types of funds and is thus not a buy-and-hold investment. It should not be expected to provide index leverage returns greater than a one-day period.
Classification
What's in the fund
Exposure type
Miscellaneous
Cash
Government
Stock breakdown by region
Displays a symbol's price movements over previous years to identify recurring trends.