Direxion Monthly Small Cap Bull 2X Fund (DXRLX)

Net Asset Value
1 Day
Overall Morningstar Rating
Trading--leveraged equity
Style or Category
No Load
Sales Expenses
Expense Ratio
Morningstar Risk Rating™
Investment Objective The investment seeks monthly investment results- before fees and expenses- of 200% of the calendar month performance of the Russell 2000- Index. The fund- under normal circumstances- invests at least 80% of its net assets (plus borrowing for investment purposes) in financial instruments that provide monthly leveraged exposure to the Russell 2000- Index (the "index") and/or exchange-traded funds ("ETFs") that track the index. The index measures the performance of approximately 2-000 small-capitalization companies in the Russell 3000- Index- based on a combination of their market capitalization and current index membership. The fund is non-diversified.


1 month-0.92% 3 years+27.22%
3 months+2.24% 5 years+19.05%
1 year+37.21% Since inception+5.24%
Data through --

Peer Comparisonvs. Trading--leveraged equity

Performance 5-yr return+19.05%+16.48%
Expense ratio1.49%2.00%
Risk 5 year sharpe ratio0.87--
Net assets$25.1M$95.3M
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 / 13 Years
Minimal initial investment$25,000.00
Minimum IRA investment$25,000.00


U.S. stock65.78%
International stock0.00%
Fixed income0.00%
Top 5 Sectors
Portfolio weighting
Financial service 18.61%
Industrial materials 17.78%
Healthcare 11.76%
Business service 10.72%
Consumer service 8.18%
Top 10 Holdings
Portfolio weighting
Holdings not available.