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Direxion Monthly China Bull 2X Fund Investor Class (DXHLX)

33.73
Net Asset Value
-0.03%
1 Day
+10.12%
Year-to-Date
Overall Morningstar Rating
Trading--leveraged equity
Style or Category
No Load
Sales Expenses
1.40%
Expense Ratio
High
Morningstar Risk Rating™
Investment Objective The investment seeks monthly investment results, before fees and expenses, of 200% of the calendar month performance of the FTSE China 50 Index. The fund invests at least 80% of its assets in the securities that comprise the FTSE China 50 Index and/or financial instruments that, in combination, provide leveraged and unleveraged exposure to the index. The index consists of the 50 largest and most liquid Chinese companies currently trading on the Hong Kong Stock Exchange. It will concentrate its investment in a particular industry or group of industries to approximately the same extent as the index is so concentrated. The fund is non-diversified.

Performance

1 month+1.53% 3 years-5.53%
3 months-5.54% 5 years-0.07%
1 year+5.60% Since inception-19.62%
Data through --

Peer Comparisonvs. Trading--leveraged equity

 DXHLXCategory
Performance 5-yr return-0.07%+16.48%
Expense ratio1.40%2.02%
Risk 5 year sharpe ratio0.22--
Net assets$2.7M$67.5M
Average market cap----
Average P/E----
Portfolio turnover----

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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

U.S. stock82.53%
Cash17.47%
International stock0.00%
Fixed income0.00%
Other0.00%
Top 5 Sectors
Portfolio weighting
Business service --
Consumer goods --
Consumer service --
Energy --
Financial service --
Top 10 Holdings
Portfolio weighting
Holdings not available.