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

102.23
Net Asset Value
+2.65%
1 Day
+20.90%
Year-to-Date
Overall Morningstar Rating
Trading--leveraged equity
Style or Category
No Load
Sales Expenses
1.41%
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 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.

Performance

1 month+10.72% 3 years+16.37%
3 months+5.36% 5 years+26.72%
1 year+17.09% Since inception+3.32%
Data through --

Peer Comparisonvs. Trading--leveraged equity

 DXSLXCategory
Performance 5-yr return+26.72%+16.48%
Expense ratio1.41%2.02%
Risk 5 year sharpe ratio1.24--
Net assets$44.8M$67.5M
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

Holdings

U.S. stock80.15%
Cash19.85%
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.