Direxion Monthly Natural Resources Bull 2X Fund (DXCLX)

79.48
Net Asset Value
+1.15%
1 Day
+32.58%
Year-to-Date
Overall Morningstar Rating
Trading-leveraged commodities
Style or Category
No Load
Sales Expenses
1.35%
Expense Ratio
High
Morningstar Risk Rating™
Investment Objective The investment seeks monthly investment results, before fees and expenses, of 200% of the calendar month price performance of the S&P North American Natural Resources Sector Index. The fund, under normal circumstances, invests at least 80% of its assets in the equity securities that comprise the S&P North American Natural Resources Sector Index (the "index") and/or financial instruments that, in combination, provide leveraged and unleveraged exposure to the index. It is non-diversified.

Performance

1 month+4.37% 3 years-2.48%
3 months+14.33% 5 years+18.86%
1 year+49.28% Since inception+5.84%
Data through --

Peer Comparisonvs. Trading-leveraged commodities

 DXCLXCategory
Performance 5-yr return+18.86%+20.55%
Expense ratio1.35%1.35%
Risk 5 year sharpe ratio0.680.68
Net assets$12.0M$12.0M
Average market cap----
Average P/E----
Portfolio turnover0%0%

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Fund Management and Purchase Info

Fund familyDirexion Funds
Fund manager & tenurePaul Brigandi / 9 Years
Minimal initial investment$25,000.00
Minimum IRA investment$25,000.00

Holdings

International stock100.00%
U.S. stock0.00%
Fixed income0.00%
Cash0.00%
Other0.00%
Top 5 Sectors
Portfolio weighting
Business service --
Consumer goods --
Consumer service --
Energy --
Financial service --
Top 10 Holdings
Portfolio weighting
Holdings not available.

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