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Direxion Monthly Small Cap Bull 2X Fund (DXRLX)

Net Asset Value
1 Day
Overall Morningstar Rating
Trading-leveraged equity
Style or Category
No Load
Sales Expenses
Expense Ratio
Morningstar Risk Rating™
Investment Objective The investment seeks monthly investment results, before fees and expenses, of 200% of the calendar month performance of the Russell 2000  Index. The fund, under normal circumstances, invests at least 80% of its assets in the securities that comprise the Russell 2000  Index (the "index") and/or financial instruments that, in combination, provide leveraged and unleveraged exposure to the index. These financial instruments include exchange-traded funds ("ETFs"), stock index futures contracts, swap agreements and options on securities, ETFs and stock indices intended to produce economically leveraged investment results. The fund is non-diversified.


1 month+2.71% 3 years+22.52%
3 months-15.32% 5 years+21.55%
1 year+13.74% Since inception+0.80%
Data through --

Peer Comparisonvs. Trading-leveraged equity

Performance 5-yr return+21.55%+16.48%
Expense ratio1.35%2.06%
Risk 5 year sharpe ratio0.73--
Net assets$9.3M$48.5M
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


U.S. stock79.41%
International stock0.00%
Fixed income0.00%
Top 5 Sectors
Portfolio weighting
Financial service 18.61%
Industrial materials 17.78%
Healthcare 11.76%
Business service 10.72%
Consumer service 8.18%
Top 10 Holdings
Portfolio weighting
Holdings not available.

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