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Direxion Monthly NASDAQ-100 Bull 2X Fund Investor Class (DXQLX)

97.56
Net Asset Value
-0.12%
1 Day
+46.05%
Year-to-Date
Overall Morningstar Rating
Trading--leveraged equity
Style or Category
No Load
Sales Expenses
1.50%
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 NASDAQ-100 ® Index. The fund, under normal circumstances, invests at least 80% of its net assets (plus borrowing for investment purposes) in financial instruments that provide leveraged exposure to the NASDAQ-100 ® Index (the "index") and/or exchange-traded funds ("ETFs") that track the index. The index includes 100 of the largest domestic and international non-financial companies listed on the NASDAQ Stock Market ® based on market capitalization. The fund is non-diversified.

Performance

1 month+1.71% 3 years+25.84%
3 months+4.60% 5 years+31.76%
1 year+44.19% Since inception+14.62%
Data through --

Peer Comparisonvs. Trading--leveraged equity

 DXQLXCategory
Performance 5-yr return+31.76%+16.48%
Expense ratio1.50%2.04%
Risk 5 year sharpe ratio1.31--
Net assets$171.1M$67.6M
Average market cap----
Average P/E----
Portfolio turnover----

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Fund Management and Purchase Info

Fund familyDirexion Funds
Fund manager & tenurePaul Brigandi / 11 Years
Minimal initial investment$25,000.00
Minimum IRA investment$25,000.00

Holdings

U.S. stock80.32%
Cash19.68%
International stock0.00%
Fixed income0.00%
Other0.00%
Top 5 Sectors
Portfolio weighting
Hardware 36.92%
Healthcare 14.83%
Consumer service 11.00%
Business service 10.24%
Media 5.51%
Top 10 Holdings
Portfolio weighting
Holdings not available.