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 S&P 500 Bull 2X Fund Investor Class (DXSLX)

84.24
Net Asset Value
+5.33%
1 Day
-6.56%
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 S&P 500  Index. The fund, under normal circumstances, invests at least 80% of its assets in the securities that comprise the S&P 500  Index (the "index") and/or financial instruments that, in combination, provide leveraged and unleveraged exposure to the index. The fund is non-diversified.

Performance

1 month-13.38% 3 years+24.77%
3 months-15.27% 5 years+28.21%
1 year-5.42% Since inception+2.80%
Data through --

Peer Comparisonvs. Trading-leveraged equity

 DXSLXCategory
Performance 5-yr return+28.21%+16.48%
Expense ratio1.35%2.05%
Risk 5 year sharpe ratio1.24--
Net assets$46.8M$78.9M
Average market cap----
Average P/E----
Portfolio turnover----

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 / 9 Years
Minimal initial investment$25,000.00
Minimum IRA investment$25,000.00

Holdings

U.S. stock70.08%
Cash29.92%
International stock0.00%
Fixed income0.00%
Other0.00%
Top 5 Sectors
Portfolio weighting
Business service --
Consumer goods --
Consumer service --
Energy --
Financial service --
Top 10 Holdings
Portfolio weighting
Holdings not available.

Partner Offers