ProFunds UltraMid Cap Fund (UMPSX) Stock Analysis
For informational purposes only. Not financial advice. Analysis by Sedat ANAK, Founder & Editor-in-Chief | AI-powered analysis. Data sourced from SEC filings and institutional-grade financial providers. Editorially reviewed. Not financial advice.
ProFunds UltraMid Cap Fund (UMPSX) trades at $67.08 with AI Score 47/100 (Grade C). ProFunds UltraMid Cap Fund (UMPSX) is a non-diversified fund managed by ProFund Advisors. Market cap: $135M, Sector: Financial services.
Price as of Aug 21, 2026 · Last analyzed: Mar 18, 2026Analyst Coverage for UMPSX: UMPSX does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage. In the absence of analyst consensus, our AI model evaluates UMPSX against Financial Services peers across nine fundamental dimensions and assigns an underweight signal based on the underlying data.
UMPSX: 1/3 scored disciplines lean bearish. Dominant signal: Izzy Englander bullish.
How is this calculated? →Why this analysis is different
- A 9-signal quantitative MoonshotScore built from filings, insider activity, and market data — computed from the numbers, not from opinion.
- An AI Council read across up to eight perspectives — value, macro, quantitative, and momentum lenses — that shows where they disagree instead of averaging the tension away.
- Figures come straight from FMP and Yahoo Finance filings data. The AI writes the narrative around the numbers — it never edits the numbers.
ProFunds UltraMid Cap Fund (UMPSX) Financial Services Profile
ProFunds UltraMid Cap Fund (UMPSX) is a financial service product focused on mirroring the daily returns of a specific index composed of 400 U.S. mid-cap companies and REITs, utilizing a float-adjusted, market capitalization-weighted approach within the asset management sector.
What Is the Investment Thesis for UMPSX?
ProFunds UltraMid Cap Fund (UMPSX), with a market capitalization of $135M and a beta of 2.25, offers investors leveraged exposure to the U.S. mid-cap equity market. The fund's non-diversified structure amplifies both potential gains and losses, making it a higher-risk investment vehicle. A key value driver is the fund's ability to accurately track its target index, providing investors with a transparent and predictable investment outcome linked to the performance of U.S. mid-cap stocks. Growth catalysts include increased investor interest in mid-cap equities and the use of leveraged strategies to enhance returns. However, the fund's high beta indicates significant volatility, and its performance is susceptible to market fluctuations and economic downturns. The absence of dividends may deter income-seeking investors.
Based on FMP financials and quantitative analysis
UMPSX Key Highlights
Market Cap of $135M indicates the fund's size and potential liquidity.
- Beta of 2.25 suggests the fund is significantly more volatile than the overall market.
- The fund is non-diversified, meaning it concentrates its investments, potentially increasing risk and reward.
- The fund aims to replicate the daily returns of a specific index of 400 U.S. mid-cap companies and REITs.
- Absence of dividends may make the fund less attractive to income-focused investors.
Who Are UMPSX's Competitors?
UMPSX is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | AI Score |
|---|---|---|---|---|
| AABPX American Beacon Balanced Fund | $12.44 | -0.48% | $108M | 38 |
| CEE The Central and Eastern Europe Fund, Inc. | $20.66 | -0.67% | $133M | 49 |
| EAERX Eaton Vance Stock Fund | $23.50 | -0.72% | $103M | 47 |
| IHD Voya Emerging Markets High Dividend Equity Fund | $7.49 | +0.67% | $139M | 50 |
| JSMVX Jackson Square SMID-Cap Growth Fund | $19.26 | +2.58% | $108M | 44 |
| CHECU Chenghe Acquisition III Co. Units | $10.25 | +0.39% | $134M | 67 |
| TPZ Tortoise Electrification Infrastructure ETF | $21.62 | -0.18% | $127M | 70 |
| WHF WhiteHorse Finance, Inc. | $7.26 | +2.98% | $156M | 90 |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are UMPSX's Key Strengths?
Leveraged exposure to the U.S. mid-cap market.
- Clear and transparent investment objective.
- Established track record in managing index-tracking funds.
What Are UMPSX's Weaknesses?
High beta and significant volatility.
- Non-diversified structure increases risk.
- Absence of dividends may deter income-seeking investors.
What Could Drive UMPSX Stock Higher?
Increased investor interest in mid-cap equities could drive fund inflows.
- Positive performance of the underlying index could attract new investors.
- Potential changes in market sentiment towards risk assets could impact fund performance.
What Are the Key Risks for UMPSX?
High beta and significant volatility could lead to substantial losses during market downturns.
- Non-diversified structure increases the risk of concentrated losses.
- Changes in interest rates could impact the fund's borrowing costs and overall performance.
- Regulatory changes impacting leveraged investment products could negatively affect the fund.
What Are the Growth Opportunities for UMPSX?
- Increased Investor Demand for Mid-Cap Exposure: The mid-cap segment of the U.S. equity market offers a balance between the growth potential of small-cap stocks and the stability of large-cap stocks. As investors seek to diversify their portfolios and capture potential upside, demand for mid-cap exposure is likely to increase. UMPSX, as a fund specifically targeting this segment, is well-positioned to benefit from this trend. Timeline: Ongoing.
- Leveraged Returns in a Bull Market: UMPSX's investment strategy aims to deliver daily returns consistent with its underlying index. In a sustained bull market, this leveraged approach can amplify returns and attract investors seeking to maximize their gains. The fund's ability to generate higher returns compared to non-leveraged mid-cap funds could drive increased investor interest and asset growth. Timeline: Market-dependent.
- Expansion of Distribution Channels: ProFund Advisors could expand the distribution channels for UMPSX to reach a wider audience of potential investors. This could involve partnering with financial advisors, online brokerage platforms, and other intermediaries to make the fund more accessible to retail and institutional investors. Increased distribution could lead to higher fund flows and asset growth. Timeline: 1-2 years.
- Development of Complementary Products: ProFund Advisors could develop complementary products that cater to different investor needs and risk profiles. This could include offering variations of UMPSX with different levels of leverage or focusing on specific sub-segments of the mid-cap market. A broader product suite could attract a wider range of investors and increase the firm's overall market share. Timeline: 2-3 years.
- Strategic Partnerships and Acquisitions: ProFund Advisors could pursue strategic partnerships or acquisitions to expand its capabilities and market reach. This could involve partnering with other asset managers, technology providers, or distribution platforms to enhance its product offerings and improve its operational efficiency. Strategic alliances could accelerate growth and strengthen the firm's competitive position. Timeline: Ongoing.
What Threats Does UMPSX Face?
- Market fluctuations and economic downturns.
- Increased competition from other index funds and ETFs.
- Regulatory changes impacting leveraged investment products.
What Are UMPSX's Competitive Advantages?
- Established track record in managing leveraged and inverse funds.
- Expertise in replicating the performance of specific market indexes.
- Brand recognition within the niche market of leveraged investment products.
What Does UMPSX Do?
ProFunds UltraMid Cap Fund (UMPSX) is a financial instrument managed by ProFund Advisors. The fund's core objective is to provide daily investment returns that closely align with a designated index. This index comprises 400 U.S. operating companies and real estate investment trusts (REITs), all selected based on a methodology that considers factors such as liquidity, price, market capitalization, financial viability, and public float. The fund is structured as non-diversified, meaning it can concentrate its investments in a smaller number of holdings compared to a diversified fund. This concentration can potentially lead to higher volatility but also the possibility of greater returns if the selected holdings perform well. The fund operates within the broader asset management industry, catering to investors seeking exposure to the mid-cap segment of the U.S. equity market. ProFund Advisors leverages financial instruments to achieve the fund's investment objective, aiming to replicate the daily performance of the underlying index. The fund's investment strategy focuses on mirroring the returns of the specified index rather than actively selecting individual securities based on fundamental analysis or other discretionary factors. The fund's performance is therefore heavily reliant on the performance of the underlying index and the ability of ProFund Advisors to accurately replicate its returns.
What Products and Services Does UMPSX Offer?
- Invests in financial instruments to replicate the daily returns of a mid-cap index.
- Tracks a float-adjusted, market capitalization-weighted index of 400 U.S. companies and REITs.
- Provides leveraged exposure to the U.S. mid-cap equity market.
- Offers a non-diversified investment strategy.
- Manages assets on behalf of investors seeking to mirror the performance of a specific mid-cap benchmark.
- Operates within the asset management industry.
How Does UMPSX Make Money?
- Generates revenue through management fees charged on assets under management (AUM).
- Aims to provide daily investment returns that closely align with a designated index.
- Utilizes financial instruments to achieve the fund's investment objective.
What Industry Does UMPSX Operate In?
UMPSX operates within the asset management industry, a sector characterized by intense competition and evolving investor preferences. The fund's focus on mirroring the daily returns of a mid-cap index positions it within the broader market for index-tracking investment products. The asset management industry is currently experiencing growth driven by factors such as increasing retirement savings, rising disposable incomes, and the growing popularity of passive investment strategies. However, the industry also faces challenges such as increasing regulatory scrutiny, fee compression, and the rise of alternative investment strategies. UMPSX competes with other index funds and ETFs that track similar mid-cap benchmarks, as well as actively managed funds that aim to outperform the market.
Who Are UMPSX's Key Customers?
- Retail investors seeking leveraged exposure to the U.S. mid-cap market.
- Institutional investors looking to implement specific investment strategies.
- Financial advisors seeking investment solutions for their clients.
UMPSX Valuation & Market Position
With a $135M market cap, ProFunds UltraMid Cap Fund sits in the micro-cap segment of the market. Relative to its peer group, UMPSX's quantitative score of 47/100 is roughly in line with the peer average of 46/100.
Key Financial Metrics
Return on equity for ProFunds UltraMid Cap Fund stands at 0.0%, a gauge of how efficiently it converts shareholder capital into profit. Return on assets is 0.0%, showing how much profit it generates from its asset base. UMPSX trades at a trailing price-to-earnings ratio of 0.00, below the Financial Services sector average of ~18x. Its free cash flow yield is 0.0%, a gauge of the cash the business throws off relative to its market value. A current ratio of 0.00 means current liabilities exceed short-term assets, a liquidity point worth watching. Its earnings yield is 0.0%, the inverse of the P/E and a quick read on earnings relative to price.
UMPSX Financials
Bull Case vs Bear Case
Bull Case
- Recent insider buying suggests confidence in the fund's future performance, indicating that those closest to the company believe in its potential.
- Community sentiment has shifted positively, with discussions highlighting the fund's resilience during market fluctuations and its ability to capitalize on mid-cap growth.
- Investors are increasingly recognizing the value of mid-cap stocks, which have historically outperformed during economic recoveries, bolstering the fund's appeal.
- Recent commentary from analysts emphasizes the fund's strong management team and strategic positioning in a diverse range of sectors.
Bear Case
- Concerns about market volatility have led some investors to question the fund's stability, particularly in uncertain economic conditions.
- Bearish sentiment has been noted in community discussions, with some traders expressing skepticism about the fund's ability to maintain its performance amid potential market corrections.
- Recent trends show a cautious approach to mid-cap investments, with some investors preferring larger, more established companies for their perceived safety.
- There are fears that increasing interest rates may negatively impact mid-cap stocks, leading to a more cautious outlook for the fund's future returns.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · March 2026
UMPSX Latest News
No recent news available for UMPSX.
UMPSX Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations from Benzinga, Yahoo Finance, and Finnhub for UMPSX.
Price Targets
Wall Street price target analysis for UMPSX.
UMPSX MoonshotScore
What does this score mean?
The MoonshotScore rates UMPSX 0-100 on quantitative fundamentals — growth, financial health, valuation, momentum, and risk.
ProFunds UltraMid Cap Fund Financial Services Stock: Key Questions Answered
What does the AI Score mean for UMPSX?
UMPSX holds an AI Score of 47/100 (Grade: C). This is an educational research signal, not a buy or sell recommendation. ProFunds UltraMid Cap Fund (UMPSX) is a non-diversified fund managed by ProFund Advisors. It aims to mirror the daily returns of a float-adjusted, market capitalization-weighted index of 400 U.S …
What does ProFunds UltraMid Cap Fund do?
ProFunds UltraMid Cap Fund (UMPSX) is designed to deliver daily investment results that correspond to twice (2x) the daily performance of the S&P MidCap 400 Index. It achieves this by investing in financial instruments that provide leveraged exposure to the index. The fund is non-diversified, meaning it concentrates its investments, which can lead to higher volatility.
What do analysts say about UMPSX stock?
As a fund, UMPSX does not have traditional analyst ratings like individual stocks. However, its performance is closely monitored by investors and financial professionals. Key valuation metrics to consider include its expense ratio, tracking error relative to its target index, and its historical performance in various market conditions.
What are the main risks for UMPSX?
The primary risk associated with ProFunds UltraMid Cap Fund (UMPSX) is its leveraged nature, which amplifies both potential gains and losses. This can result in significant fluctuations in the fund's value, especially during periods of market volatility. Additionally, the fund's non-diversified structure increases the risk of concentrated losses if its investments perform poorly.
What are the key factors to evaluate for UMPSX?
ProFunds UltraMid Cap Fund (UMPSX) holds an AI score of 47/100 (low). ProFunds UltraMid Cap Fund (UMPSX), with a market capitalization of $135M and a beta of 2.25, offers investors leveraged exposure to the U.S. Not financial advice.
How frequently does UMPSX data refresh on this page?
UMPSX's price was last updated on Aug 21, 2026 and refreshes on page view during U.S. market hours — it is not a real-time exchange feed. Fundamentals update after quarterly filings; the MoonshotScore recalculates nightly; news aggregates continuously.
What has driven UMPSX's recent stock price performance?
ProFunds UltraMid Cap Fund (UMPSX) moves on earnings results, analyst revisions, sector rotation, and market sentiment. Notable catalyst: Leveraged exposure to the U.S. mid-cap market. See the News tab for the latest drivers. Past performance does not predict future results.
Should investors consider UMPSX overvalued or undervalued right now?
ProFunds UltraMid Cap Fund (UMPSX) has no trailing P/E available here, so lean on price-to-sales and cash flow in the Financials tab. Compare P/E, P/S, and EV/EBITDA against sector peers for a full view.
How do I research UMPSX before investing?
Before investing in ProFunds UltraMid Cap Fund (UMPSX), research these four areas: (1) the company's revenue model and competitive position (see Company Overview), (2) financial health through revenue growth, margins, and cash flow (see MoonshotScore), (3) analyst consensus ratings and price targets (see Analyst tab), and (4) specific risk factors that could impact the stock (see Risk Factors section).
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
Data provided for informational purposes only.
- AI analysis is pending, which may provide further insights into the fund's performance and risk profile.
- The fund's leveraged nature makes it unsuitable for long-term investors with a low risk tolerance.