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

54.12
Net Asset Value
+5.66%
1 Day
-0.51%
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 NASDAQ-100  Index. The fund, under normal circumstances, invests at least 80% of its assets in the securities that comprise the NASDAQ-100  Index (the "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 includes exchange-traded funds, 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-18.93% 3 years+29.40%
3 months-16.90% 5 years+36.36%
1 year+1.03% Since inception+12.23%
Data through --

Peer Comparisonvs. Trading-leveraged equity

 DXQLXCategory
Performance 5-yr return+36.36%+16.48%
Expense ratio1.35%2.05%
Risk 5 year sharpe ratio1.40--
Net assets$183.5M$78.9M
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. stock67.07%
Cash32.93%
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.

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