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

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 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 index is a capitalization-weighted index composed of 500 common stocks. Standard & Poor's  selects the 500 stocks comprising the index on the basis of market values and industry diversification. The fund is non-diversified.


1 month-1.15% 3 years+15.56%
3 months-1.77% 5 years+24.98%
1 year+8.29% Since inception+3.08%
Data through --

Peer Comparisonvs. Trading--leveraged equity

Performance 5-yr return+24.98%+16.48%
Expense ratio1.41%2.02%
Risk 5 year sharpe ratio1.31--
Net assets$52.2M$63.5M
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. stock80.21%
International stock0.00%
Fixed income0.00%
Top 5 Sectors
Portfolio weighting
Business service --
Consumer goods --
Consumer service --
Energy --
Financial service --
Top 10 Holdings
Portfolio weighting
Holdings not available.