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Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
1.31% 0.02% 3.807B 7.732M
Dividend Yield Turnover Ratio 1 Year Fund Level Flows Max Drawdown (Since Inception)
0.83% 65.00% -324.49M Upgrade

Basic Info

Investment Strategy
The investment seeks daily investment results, before fees and expenses, of 300% of the daily performance of the S&P 500® Index. The fund, under normal circumstances, invests at least 80% of its net assets (plus borrowing for investment purposes) in financial instruments, such as swap agreements, securities of the index, and exchange-traded funds ("ETFs") that track the index and other financial instruments that provide daily leveraged exposure to the index or ETFs that track the index. The index is a float-adjusted, market capitalization-weighted index. The fund is non-diversified.
General
Security Type Exchange-Traded Fund
Equity Style Large Cap/Growth
Fixed Income Style --
Broad Asset Class Miscellaneous
Broad Category Miscellaneous
Category Name Trading--Leveraged Equity
Category Index S&P 500 TR USD
Global Category Name Trading Tools
YCharts Categorization Other
YCharts Benchmark S&P 500 Total Return (^SPXTR)
Prospectus Objective Growth
Fund Owner Firm Name Direxion Funds
Prospectus Benchmark Index
S&P 500 TR USD 300.0%
Broad Asset Class Benchmark Index
^SPXTR 100.0%
Manager Tenure
Paul Brigandi 15.25 yrs
Tony Ng 8.35 yrs

Performance Versus Category

 
20%
15%
10%
5%
0
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 February 26, 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
71.04%
-25.13%
102.8%
9.64%
98.74%
-56.55%
69.46%
17.54%
21.83%
-4.38%
31.49%
18.40%
28.71%
-18.11%
26.29%
6.51%
44.35%
-14.62%
63.45%
21.53%
60.57%
-38.98%
46.66%
11.85%
71.37%
-25.15%
102.3%
10.08%
98.64%
-56.83%
68.58%
17.46%
34.82%
-14.61%
66.85%
21.89%
61.26%
-38.72%
47.28%
12.02%
-17.36%
4.94%
-22.12%
-25.08%
-24.21%
18.07%
-14.85%
-4.93%
As of February 26, 2024.

Asset Allocation

As of February 25, 2024.
Type % Net % Long % Short
Cash 9.28% Upgrade Upgrade
Stock 78.42% Upgrade Upgrade
Bond 0.00% Upgrade Upgrade
Convertible 0.00% Upgrade Upgrade
Preferred 0.00% Upgrade Upgrade
Other 12.31% Upgrade Upgrade

Basic Info

Investment Strategy
The investment seeks daily investment results, before fees and expenses, of 300% of the daily performance of the S&P 500® Index. The fund, under normal circumstances, invests at least 80% of its net assets (plus borrowing for investment purposes) in financial instruments, such as swap agreements, securities of the index, and exchange-traded funds ("ETFs") that track the index and other financial instruments that provide daily leveraged exposure to the index or ETFs that track the index. The index is a float-adjusted, market capitalization-weighted index. The fund is non-diversified.
General
Security Type Exchange-Traded Fund
Equity Style Large Cap/Growth
Fixed Income Style --
Broad Asset Class Miscellaneous
Broad Category Miscellaneous
Category Name Trading--Leveraged Equity
Category Index S&P 500 TR USD
Global Category Name Trading Tools
YCharts Categorization Other
YCharts Benchmark S&P 500 Total Return (^SPXTR)
Prospectus Objective Growth
Fund Owner Firm Name Direxion Funds
Prospectus Benchmark Index
S&P 500 TR USD 300.0%
Broad Asset Class Benchmark Index
^SPXTR 100.0%
Manager Tenure
Paul Brigandi 15.25 yrs
Tony Ng 8.35 yrs

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