About LVPSX
ProFunds Large Cap Value Service Class is an open-end mutual fund designed to mirror the daily performance of the S&P 500 Value Index before fees and expenses. Its primary function is to provide investors with exposure to large-cap U.S. companies considered undervalued relative to their fundamentals, focusing on stocks exhibiting value characteristics such as low price-to-earnings and price-to-book ratios. The fund achieves this by investing in a diversified portfolio of equity securities, with top holdings typically including major corporations like Berkshire Hathaway, JPMorgan Chase, Exxon Mobil, Johnson & Johnson, and UnitedHealth Group.
The portfolio is structured across key economic sectors, with significant allocations to financials, health care, industrials, consumer staples, technology, energy, and utilities. As of its most recent reporting, the fund holds approximately 28% of assets in its top ten positions, and its sector weights closely reflect the underlying index composition. Managed by ProFund Advisors since its inception in 2002, the fund offers annual capital gains and dividend distributions, targeting investors seeking broad value-oriented large-cap exposure as part of their long-term investment strategy.
Fund Family ProFunds
Category Large Value
Performance Rating Low
Risk Rating Average
Stock Exchange Nasdaq
Ticker Symbol LVPSX
Share Class Service Class
Index S&P 500 Value Total Return Index
LVPSX had a total return of 13.43% in the past year, including dividends. Since the fund's
inception, the average annual return has been 6.95%.
