Mutual Fund Blog

Brian Larsen

If I were to invest into one Mutual Fund, I would invest in the fund Pro funds Ultra Dow 30 Inv, or also known as UDPIX. The reasoning behind this is that all of the companies included are all well known companies that have a history of being in the green when it comes to they're stock quote.

Here are some of the top 10 stock holding that the mutual fund holds.

Top 10 Holdings (44.67% of Total Assets)

Company Symbol % Assets YTD Return % Djia Mini Fut N/A 11.43 11.32 International Business Machines IBM 7.35 11.44 Chevron Corporation Common Stoc CVX 4.17 5.53 Exxon Mobil Corporation Common XOM 3.45 14.47 3M Company Common Stock MMM 3.31 13.16 McDonald's Corporation Common S MCD 3.28 -4.43 Caterpillar, Inc. Common Stock CAT 3.21 13.96 United Technologies Corporation UTX 2.95 11.24 Wal-Mart Stores, Inc. Common St WMT 2.84 17.53 The Travelers Companies, Inc. C TRV 2.68 N/A

The top three holdings in the fund are, Wal-Mart, ExxonMobile, and Caterpillar. Theses are three of the most well known companies in the country all producing product that is neccessary for the country and a lot of people.

Some performance stats for the fund include the numbers below

Performance Overview

Morningstar Return Rating: 4.00 Year-to-Date Return: 23.95% 5-Year Average Return: 3.66% Number of Years Up: 8 Number of Years Down: 2 Best 1 Yr Total Return (2003-12-31): 51.02% Worst 1 Yr Total Return (2008-12-31): -62.12% Best 3-Yr Total Return (N/A): 22.28% Worst 3-Yr Total Return (N/A): -19.03%

The year-to-date return so far for 2013 is a staggering 23.95% with the 5 year return sitting at 3.66%. This looks like it would be a great mutual fund to invest in, even in real life not just the SMG game.



If I had the money to spend, I would most definitely buy this stock because it looks like a very promising investment, due to the companies, as well as the year to date return, as well as the 5 year average return.

-Brian Larsen