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

80.23
Net Asset Value
+0.38%
1 Day
+20.10%
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+9.59% 3 years+25.58%
3 months+20.41% 5 years+31.19%
1 year+58.59% Since inception+12.26%
Data through --

Peer Comparisonvs. Trading--leveraged equity

 DXQLXCategory
Performance 5-yr return+31.19%+16.48%
Expense ratio1.50%2.02%
Risk 5 year sharpe ratio1.19--
Net assets$147.7M$61.4M
Average market cap----
Average P/E----
Portfolio turnover----

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Fund Management and Purchase Info

Fund familyDirexion Funds
Fund manager & tenurePaul Brigandi / 10 Years
Minimal initial investment$25,000.00
Minimum IRA investment$25,000.00

Holdings

U.S. stock67.40%
Cash32.60%
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.