Our Terms of Service and Privacy Policy have changed.

By continuing to use this site, you are agreeing to the new Privacy Policy and Terms of Service.

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

112.36
Net Asset Value
+2.19%
1 Day
+68.20%
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+8.88% 3 years+27.93%
3 months+20.73% 5 years+40.82%
1 year+68.28% Since inception+15.17%
Data through --

Peer Comparisonvs. Trading--leveraged equity

 DXQLXCategory
Performance 5-yr return+40.82%+16.48%
Expense ratio1.50%2.04%
Risk 5 year sharpe ratio1.49--
Net assets$186.4M$94.1M
Average market cap----
Average P/E----
Portfolio turnover0%0%

There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.

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. stock56.22%
Cash32.49%
Fixed income11.30%
International stock0.00%
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.