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

90.33
Net Asset Value
+0.51%
1 Day
+0.20%
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-4.05% 3 years+29.93%
3 months-2.60% 5 years+25.49%
1 year+25.83% Since inception+2.89%
Data through --

Peer Comparisonvs. Trading-leveraged equity

 DXSLXCategory
Performance 5-yr return+25.49%+16.48%
Expense ratio1.35%2.05%
Risk 5 year sharpe ratio1.120.81
Net assets$69.5M$81.9M
Average market cap----
Average P/E----
Portfolio turnover----

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Fund Management and Purchase Info

Fund familyDirexion Funds
Fund manager & tenurePaul Brigandi / 8 Years
Minimal initial investment$25,000.00
Minimum IRA investment$25,000.00

Holdings

U.S. stock100.00%
International stock0.00%
Fixed income0.00%
Cash0.00%
Other0.00%
Top 5 Sectors
Portfolio weighting
Business service --
Consumer goods --
Consumer service --
Energy --
Financial service --
Top 10 Holdings
Portfolio weighting
Holdings not available.

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