The Best Leveraged Equities Mutual Funds
The table below compares the performance and other essential indicators like dividend yield and expense ratio of Leveraged Equities mutual funds.
- Number of Funds
- 44
- Avg. Expense Ratio
- 1.62%
- Avg. Yield
- 4.33%
- Avg. 1 Year Return
- 47.09%
- Median Risk/Return Score
- 40 / 100
The Best Leveraged Equities Mutual Funds
44 results
Risk vs. Return Scatterplot
The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.
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5 Years
Best Leveraged Equities Mutual funds by Risk/Return Score
The top Leveraged Equities Mutual funds by PortfoliosLab Risk/Return Score are UJPIX (94) and BIPIX (92).
The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| ProFunds UltraJapan Fund | 94 | — | Feb 2000 | |
| ProFunds Biotechnology UltraSector Fund | 92 | — | Jun 2000 | |
| ProFunds Pharmaceuticals UltraSector Fund | 87 | — | Jun 2000 | |
| ProFunds Semiconductor UltraSector Fund Investor C... | 83 | — | Jun 2000 | |
| Rydex Japan 2x Strategy Fund | 77 | — | Feb 2008 |
Best-Performing Leveraged Equities Mutual funds Over 5 Years
The top Leveraged Equities Mutual funds is UJPIX (37.29%).
Across the lineup, Leveraged Equities Mutual funds show an average 1-year return of 47.09% and an average 5-year return of 8.32%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| ProFunds UltraJapan Fund | 37.29% | — | Feb 2000 | |
| Rydex Monthly Rebalance NASDAQ-100 2x Strategy Fun... | 22.00% | — | Nov 2014 | |
| Rydex Monthly Rebalance NASDAQ-100 2x Strategy H | 21.97% | — | Nov 2014 | |
| Rydex NASDAQ-100 2x Strategy Fund | 20.79% | — | May 2000 | |
| ProFunds UltraSector Oil & Gas Fund | 20.52% | — | Jun 2000 |
Lowest-Cost Leveraged Equities Mutual funds
The top Leveraged Equities Mutual funds is DXNLX (1.19%).
With an average expense ratio of 1.62%, Leveraged Equities Mutual funds remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| Direxion Monthly NASDAQ-100 Bull 1.25X Fund | 1.19% | — | Mar 2016 | |
| Rydex Nova Fund | 1.23% | — | Jul 1993 | |
| Rydex Monthly Rebalance NASDAQ-100 2x Strategy H | 1.27% | — | Nov 2014 | |
| Rydex Monthly Rebalance NASDAQ-100 2x Strategy Fun... | 1.32% | — | Nov 2014 | |
| Direxion Monthly S&P 500 Bull 1.75X Fund | 1.35% | — | May 2006 |
Highest-Yield Leveraged Equities Mutual funds
The top Leveraged Equities Mutual funds is RMQAX (28.60%).
Across the lineup, Leveraged Equities Mutual funds show an average dividend yield of 4.33%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| Rydex Monthly Rebalance NASDAQ-100 2x Strategy Fun... | 28.60% | — | Nov 2014 | |
| Rydex Monthly Rebalance NASDAQ-100 2x Strategy H | 27.42% | — | Nov 2014 | |
| ProFunds UltraJapan Fund | 21.88% | — | Feb 2000 | |
| ProFunds UltraNASDAQ-100 Fund | 14.27% | — | Nov 1997 | |
| Direxion Monthly NASDAQ-100 Bull 1.75X Fund | 11.93% | — | May 2006 |
Top Mutual funds Categories
Target Retirement Date · 675 Mutual fundsDiversified Portfolio · 558 Mutual fundsMunicipal Bonds · 504 Mutual fundsForeign Large Cap Equities · 447 Mutual fundsLarge Cap Growth Equities · 429 Mutual fundsLarge Cap Blend Equities · 415 Mutual fundsLarge Cap Value Equities · 333 Mutual fundsGlobal Equities · 261 Mutual fundsHigh Yield Bonds · 208 Mutual fundsSmall Cap Blend Equities · 178 Mutual fundsSmall Cap Growth Equities · 174 Mutual fundsEmerging Markets Diversified · 173 Mutual fundsMid Cap Growth Equities · 168 Mutual fundsShort-Term Bond · 140 Mutual fundsIntermediate Core-Plus Bond · 135 Mutual fundsMid Cap Blend Equities · 131 Mutual fundsSmall Cap Value Equities · 130 Mutual fundsMid Cap Value Equities · 115 Mutual fundsREIT · 114 Mutual fundsIntermediate Core Bond · 110 Mutual fundsMultisector Bonds · 104 Mutual fundsForeign Small & Mid Cap Equities · 101 Mutual fundsGovernment Bonds · 99 Mutual fundsTotal Bond Market · 98 Mutual fundsEnergy Equities · 89 Mutual fundsGlobal Allocation · 87 Mutual fundsEmerging Markets Bonds · 83 Mutual fundsTactical Allocation · 82 Mutual fundsTechnology Equities · 80 Mutual fundsGlobal Bonds · 75 Mutual funds
Top Mutual funds Comparisons
Compare the top Mutual funds symbols based on PortfoliosLab usage data.
SMPIX vs. FSELXSMPIX vs. SMHSMPIX vs. SOXLSMPIX vs. SOXXSMPIX vs. TTIIXDXQLX vs. QQQDXQLX vs. QLDDXQLX vs. TQQQDXQLX vs. FSELXDXQLX vs. IUSA.DEUOPIX vs. TQQQUOPIX vs. QLDUOPIX vs. FSELXUOPIX vs. FXAIXUOPIX vs. SOXLULPIX vs. SSOULPIX vs. SPYULPIX vs. RYVVXULPIX vs. RYNVXULPIX vs. IXNDXSLX vs. SSODXSLX vs. SPYDXSLX vs. RYTNXDXSLX vs. FNWFXDXSLX vs. TQQQRMQAX vs. RYTNXRMQAX vs. QQQRMQAX vs. RYOCXRMQAX vs. 3USL.LRMQAX vs. TQQQDXNLX vs. QQQDXNLX vs. TQQQDXNLX vs. QLDDXNLX vs. FSPTXDXNLX vs. FXAIXTEPIX vs. SCHGTEPIX vs. IXNTEPIX vs. OLGAXTEPIX vs. VOOTEPIX vs. USNQXRYVYX vs. RYVNXRYVYX vs. PRRSXRYVYX vs. QQQRYVYX vs. FELIXRYVYX vs. FSELXPMPIX vs. MEGIXPMPIX vs. FSELXPMPIX vs. OLA.TOPMPIX vs. GDXPMPIX vs. VTV