Trading-Leveraged Equity

These funds seek to generate returns equal to a fixed multiple of the short-term returns of an equity index. The compounding of short-term returns results in performance that does not correspond to those of investing in the index with external leverage. For example, a fund attempting to achieve 2 times the returns of a given index on a daily basis is unlikely to deliver anything like 2 times the index's returns over periods longer than one day. Many of these funds seek to generate a multiple of the daily or weekly return of the reference index. Trading funds are not considered suitable for a long-term investor and are designed to be used by active traders. Morningstar®

#1 ProFunds Biotechnology UltraSector Fund (BIPIX)

Performance (1-yr.): 64.49% Expenses: 1.65%
Performance (1-mo.): 5.65% Total Assets: $446.22M
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#2 ProFunds Consumer Services Ultra Sector Fund (CYPIX)

Performance (1-yr.): 31.53% Expenses: 1.78%
Performance (1-mo.): 2.03% Total Assets: $28.91M
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#3 Rydex S&P 500 2x Strategy Fund (RYTTX)

Performance (1-yr.): 50.23% Expenses: 1.76%
Performance (1-mo.): 3.94% Total Assets: $166.15M
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#4 ProFunds UltraBull Fund (ULPIX)

Performance (1-yr.): 49.61% Expenses: 1.69%
Performance (1-mo.): 3.94% Total Assets: $61.46M
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#5 ProFunds UltraSector Health Care Fund (HCPIX)

Performance (1-yr.): 44.53% Expenses: 1.78%
Performance (1-mo.): 3.84% Total Assets: $34.06M
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#6 ProFunds Utilities UltraSector Fund (UTPIX)

Performance (1-yr.): 30.85% Expenses: 1.78%
Performance (1-mo.): 6.52% Total Assets: $44.8M
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#7 ProFunds Industrial Ultra Sector Fund (IDPIX)

Performance (1-yr.): 39.77% Expenses: 1.78%
Performance (1-mo.): 1.46% Total Assets: $13.18M
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#8 Direxion Monthly SP 500 Bull 2X Fund (DXSLX)

Performance (1-yr.): 50.48% Expenses: 1.35%
Performance (1-mo.): 3.98% Total Assets: $66.38M
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#8 ProFunds Consumer Goods UltraSector Fund (CNPIX)

Performance (1-yr.): 23.64% Expenses: 1.78%
Performance (1-mo.): 1.11% Total Assets: $14.52M
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#8 Rydex Series Trust Nova Fund (RYANX)

Performance (1-yr.): 36.13% Expenses: 1.51%
Performance (1-mo.): 2.97% Total Assets: $144.42M
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Top Performing Trading-Leveraged Equity Funds As of 07.03.2014

ProFunds Precious Metals UltraSector Fund (PMPIX)

Total Return: 19.74%

ProFunds Semiconductor UltraSector Fund (SMPIX)

Total Return: 12.93%

ProFunds UltraChina (UGPIX)

Total Return: 10.78%

ProFunds UltraChina (UGPIX)

Total Return: 75.63%

Direxion Monthly NASDAQ-100 Bull 2X Fund Investor Class (DXQLX)

Total Return: 73.56%

Rydex Dynamic Nasdaq-100 2X Strategy (RYVLX)

Total Return: 72.98%

ProFunds Biotechnology UltraSector Fund (BIPIX)

Total Return: 53.90%

Direxion Monthly NASDAQ-100 Bull 2X Fund Investor Class (DXQLX)

Total Return: 37.75%

Rydex Dynamic Nasdaq-100 2X Strategy (RYVLX)

Total Return: 36.14%

* Annualized