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

46.22
Net Asset Value
-7.08%
1 Day
-23.98%
Year-to-Date
Overall Morningstar Rating
Trading-leveraged equity
Style or Category
No Load
Sales Expenses
1.39%
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 index is a capitalization-weighted index composed of 100 of the largest non-financial domestic and international companies listed on the Global Market tier of the NASDAQ Global Market . The fund is non-diversified.

Performance

1 month-20.21% 3 years+26.68%
3 months-27.51% 5 years+21.99%
1 year-13.75% Since inception+9.71%
Data through --

Peer Comparisonvs. Trading-leveraged equity

 DXQLXCategory
Performance 5-yr return+21.99%+16.48%
Expense ratio1.39%2.03%
Risk 5 year sharpe ratio0.98--
Net assets$87.1M$51.6M
Average market cap----
Average P/E----
Portfolio turnover----

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Fund Management and Purchase Info

Fund familyDirexion Funds
Fund manager & tenurePaul Brigandi / 9 Years
Minimal initial investment$25,000.00
Minimum IRA investment$25,000.00

Holdings

U.S. stock79.58%
Cash20.42%
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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