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

28.60
Net Asset Value
+0.32%
1 Day
-78.96%
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 monthly 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+2.18% 3 years+18.74%
3 months+8.21% 5 years+24.93%
1 year+26.61% Since inception+6.43%
Data through --

Peer Comparisonvs. Trading--leveraged equity

 DXSLXCategory
Performance 5-yr return+24.93%+16.48%
Expense ratio1.49%2.01%
Risk 5 year sharpe ratio1.13--
Net assets$97.4M$85.0M
Average market cap----
Average P/E----
Portfolio turnover0%0%

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Fund Management and Purchase Info

Fund familyDirexion Funds
Fund manager & tenurePaul Brigandi / 12 Years
Minimal initial investment$25,000.00
Minimum IRA investment$25,000.00

Holdings

U.S. stock66.39%
Cash33.61%
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.