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Direxion Monthly Latin America Bull 2X Fund Investor Class (DXZLX)

11.58
Net Asset Value
-2.77%
1 Day
-42.79%
Year-to-Date
Overall Morningstar Rating
Trading-leveraged equity
Style or Category
No Load
Sales Expenses
1.35%
Expense Ratio
Above Average
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  Latin America Index. The fund, under normal circumstances, invests at least 80% of its assets in the securities that comprise the S&P  Latin America 40 Index and/or financial instruments that, in combination, provide leveraged and unleveraged exposure to the index. The financial instruments in which the fund may invest include exchange-traded funds, stock index futures contracts, ETFs swap agreements and options on securities and stock indices intended to produce economically leveraged investment results. It is non-diversified.

Performance

1 month-16.09% 3 years-32.70%
3 months-34.80% 5 years-25.12%
1 year-68.02% Since inception-15.46%
Data through --

Peer Comparisonvs. Trading-leveraged equity

 DXZLXCategory
Performance 5-yr return-25.12%+16.48%
Expense ratio1.35%2.05%
Risk 5 year sharpe ratio-0.35--
Net assets$6.0M$78.9M
Average market cap----
Average P/E----
Portfolio turnover----

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Fund Management and Purchase Info

Fund familyDirexion Funds
Fund manager & tenurePaul Brigandi / 9 Years
Minimal initial investment$25,000.00
Minimum IRA investment$25,000.00

Holdings

U.S. stock82.74%
Cash17.26%
International stock0.00%
Fixed income0.00%
Other0.00%
Top 5 Sectors
Portfolio weighting
Industrial materials 38.59%
Financial service 18.13%
Energy 17.15%
Telecommunication 11.85%
Utilities 5.70%
Top 10 Holdings
Portfolio weighting
Holdings not available.

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