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

48.35
Net Asset Value
+2.35%
1 Day
+10.04%
Year-to-Date
Overall Morningstar Rating
Trading-leveraged equity
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 performance of the FTSE China 50 Index. The fund, under normal circumstances, 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 financial instruments in which the fund may invest include exchange-traded funds ("ETFs"), stock index futures contracts, swap agreements and options on securities, ETFs and stock indices intended to produce economically leveraged investment results. It is non-diversified.

Performance

1 month-2.42% 3 years+5.87%
3 months+20.88% 5 years+2.28%
1 year+59.22% Since inception-21.28%
Data through --

Peer Comparisonvs. Trading-leveraged equity

 DXHLXCategory
Performance 5-yr return+2.28%+16.48%
Expense ratio1.35%2.05%
Risk 5 year sharpe ratio0.240.79
Net assets$5.5M$69.2M
Average market cap----
Average P/E----
Portfolio turnover----

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Fund Management and Purchase Info

Fund familyDirexion Funds
Fund manager & tenurePaul Brigandi / 7 Years
Minimal initial investment$25,000.00
Minimum IRA investment$25,000.00

Holdings

U.S. stock100.00%
International 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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