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

125.10
Net Asset Value
+0.56%
1 Day
+22.59%
Year-to-Date
Overall Morningstar Rating
Trading--leveraged equity
Style or Category
No Load
Sales Expenses
1.49%
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 invests at least 80% of its net assets (plus borrowing for investment purposes) in financial instruments that provide leveraged exposure to the S&P 500 ® Index (the "index") and/or exchange-traded funds ("ETFs") that track the index. The index is a float-adjusted, market capitalization-weighted index. The fund is non-diversified.

Performance

1 month+2.56% 3 years+16.16%
3 months+8.33% 5 years+28.76%
1 year+29.92% Since inception+4.99%
Data through --

Peer Comparisonvs. Trading--leveraged equity

 DXSLXCategory
Performance 5-yr return+28.76%+16.48%
Expense ratio1.49%2.02%
Risk 5 year sharpe ratio1.34--
Net assets$70.2M$69.1M
Average market cap----
Average P/E----
Portfolio turnover----

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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. stock80.27%
Cash19.73%
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.