Price Chart

Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
1.17% -0.08% 339.85M 35730.83
Dividend Yield Turnover Ratio 1 Year Fund Level Flows Max Drawdown (Since Inception)
0.65% 24.00% 253.27M Upgrade

Basic Info

Investment Strategy
The investment seeks capital appreciation. The fund is actively managed and seeks to provide enhanced returns across multiple market cycles that are broadly correlated to the U.S. equity markets. The fund will invest in, to have exposure to, U.S. equity securities in order to achieve capital appreciation, or will invest in cash or cash equivalents in order to attempt to preserve capital during market downturns. The fund is non-diversified.
General
Security Type Exchange-Traded Fund
Equity Style Large Cap/Growth
Fixed Income Style --
Broad Asset Class US Equity
Broad Category Equity
Category Name Large Blend
Category Index --
Global Category Name US Equity Large Cap Blend
YCharts Categorization US Large Cap Blend
YCharts Benchmark S&P 500 Total Return (^SPXTR)
Prospectus Objective Growth
Fund Owner Firm Name Direxion Funds
Prospectus Benchmark Index
N/A 100.0%
Broad Asset Class Benchmark Index
^SPXTR 100.0%
Manager Tenure
Paul Brigandi 0.95 yrs
Tony Ng 0.95 yrs
Vance Howard 0.95 yrs

Performance Versus Category

 
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5%
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View Category Returns. Upgrade now.
Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (Price)
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Total Return (NAV)
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Category Rtn. (NAV)
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% Rank in Cat (NAV)
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As of June 14, 2024. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

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Name
2017
2018
2019
2020
2021
2022
2023
YTD
--
--
--
--
--
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--
27.42%
21.83%
-4.38%
31.49%
18.40%
28.71%
-18.11%
26.29%
14.63%
--
--
--
9.65%
26.09%
-9.97%
13.72%
11.01%
--
--
--
28.24%
30.54%
-22.10%
32.97%
7.66%
--
--
--
--
41.02%
-14.73%
17.52%
19.56%
--
--
--
--
28.97%
-19.37%
24.74%
13.22%
As of June 14, 2024.

Asset Allocation

As of June 06, 2024.
Type % Net % Long % Short
Cash 16.68% Upgrade Upgrade
Stock 76.15% Upgrade Upgrade
Bond 0.00% Upgrade Upgrade
Convertible 0.00% Upgrade Upgrade
Preferred 0.00% Upgrade Upgrade
Other 7.18% Upgrade Upgrade

Basic Info

Investment Strategy
The investment seeks capital appreciation. The fund is actively managed and seeks to provide enhanced returns across multiple market cycles that are broadly correlated to the U.S. equity markets. The fund will invest in, to have exposure to, U.S. equity securities in order to achieve capital appreciation, or will invest in cash or cash equivalents in order to attempt to preserve capital during market downturns. The fund is non-diversified.
General
Security Type Exchange-Traded Fund
Equity Style Large Cap/Growth
Fixed Income Style --
Broad Asset Class US Equity
Broad Category Equity
Category Name Large Blend
Category Index --
Global Category Name US Equity Large Cap Blend
YCharts Categorization US Large Cap Blend
YCharts Benchmark S&P 500 Total Return (^SPXTR)
Prospectus Objective Growth
Fund Owner Firm Name Direxion Funds
Prospectus Benchmark Index
N/A 100.0%
Broad Asset Class Benchmark Index
^SPXTR 100.0%
Manager Tenure
Paul Brigandi 0.95 yrs
Tony Ng 0.95 yrs
Vance Howard 0.95 yrs

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