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
- 4.07%
- Avg. 1 Year Return
- 55.98%
- Median Risk/Return Score
- 54 / 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 SMPIX (89).
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 Semiconductor UltraSector Fund | 89 | — | Jun 2000 | |
| ProFunds Technology UltraSector Fund | 80 | — | Jun 2000 | |
| ProFunds Biotechnology UltraSector Fund | 75 | — | Jun 2000 | |
| Rydex Japan 2x Strategy Fund | 70 | — | Feb 2008 |
Best-Performing Leveraged Equities Mutual funds Over 5 Years
The top Leveraged Equities Mutual funds is SMPIX (53.79%).
Across the lineup, Leveraged Equities Mutual funds show an average 1-year return of 55.98% and an average 5-year return of 10.85%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| ProFunds Semiconductor UltraSector Fund | 53.79% | — | Jun 2000 | |
| ProFunds UltraJapan Fund | 36.16% | — | Feb 2000 | |
| Rydex Monthly Rebalance NASDAQ-100 2x Strategy Fun... | 26.04% | — | Nov 2014 | |
| Rydex Monthly Rebalance NASDAQ-100 2x Strategy H | 26.01% | — | Nov 2014 | |
| Rydex NASDAQ-100 2x Strategy Fund | 24.98% | — | May 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 (26.30%).
Across the lineup, Leveraged Equities Mutual funds show an average dividend yield of 4.07%, 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... | 26.30% | — | Nov 2014 | |
| Rydex Monthly Rebalance NASDAQ-100 2x Strategy H | 25.21% | — | Nov 2014 | |
| ProFunds UltraJapan Fund | 22.62% | — | Feb 2000 | |
| ProFunds UltraNASDAQ-100 Fund | 13.04% | — | Nov 1997 | |
| Direxion Monthly NASDAQ-100 Bull 1.75X Fund | 11.08% | — | May 2006 |
Top Mutual funds Categories
Target Retirement Date · 675 Mutual fundsDiversified Portfolio · 554 Mutual fundsMunicipal Bonds · 505 Mutual fundsForeign Large Cap Equities · 447 Mutual fundsLarge Cap Growth Equities · 433 Mutual fundsLarge Cap Blend Equities · 411 Mutual fundsLarge Cap Value Equities · 337 Mutual fundsGlobal Equities · 261 Mutual fundsHigh Yield Bonds · 208 Mutual fundsSmall Cap Blend Equities · 178 Mutual fundsEmerging Markets Diversified · 174 Mutual fundsSmall Cap Growth Equities · 174 Mutual fundsMid Cap Growth Equities · 168 Mutual fundsShort-Term Bond · 139 Mutual fundsIntermediate Core-Plus Bond · 134 Mutual fundsMid Cap Blend Equities · 132 Mutual fundsSmall Cap Value Equities · 131 Mutual fundsMid Cap Value Equities · 115 Mutual fundsREIT · 115 Mutual fundsIntermediate Core Bond · 107 Mutual fundsTotal Bond Market · 104 Mutual fundsMultisector Bonds · 103 Mutual fundsForeign Small & Mid Cap Equities · 101 Mutual fundsGovernment Bonds · 100 Mutual fundsEnergy Equities · 88 Mutual fundsGlobal Allocation · 86 Mutual fundsEmerging Markets Bonds · 83 Mutual fundsTactical Allocation · 81 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. PRMTXDXQLX 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. SPYDXSLX vs. RYTNXDXSLX vs. SSODXSLX vs. FNWFXDXSLX vs. TQQQRMQAX vs. RYTNXRMQAX vs. QQQRMQAX vs. RYOCXRMQAX vs. 3USL.LRMQAX vs. TQQQDXNLX vs. QQQDXNLX vs. TQQQDXNLX vs. QLDDXNLX vs. FXAIXDXNLX vs. FSPTXTEPIX vs. OLGAXTEPIX vs. SCHGTEPIX vs. USNQXTEPIX vs. IXNTEPIX vs. VOOPMPIX vs. MEGIXPMPIX vs. FSELXPMPIX vs. OLA.TOPMPIX vs. GDXPMPIX vs. EKWAXRYVYX vs. RYVNXRYVYX vs. PRRSXRYVYX vs. QQQRYVYX vs. FELIXRYVYX vs. FSELX