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NasdaqGM - Delayed Quote USD

Direxion Monthly Small Cap Bull 1.75X Fund (DXRLX)

63.42
+9.16
+(16.88%)
At close: 8:00:35 PM EDT
Loading Chart for DXRLX
  • Previous Close 54.26
  • YTD Return -17.68%
  • Expense Ratio 1.49%
  • Category Trading--Leveraged Equity
  • Last Cap Gain -43.00
  • Morningstar Rating
  • Morningstar Risk Rating --
  • Sustainability Rating --
  • Net Assets 13.11M
  • Beta (5Y Monthly) 2.12
  • Yield 1.73%
  • 5y Average Return --
  • Holdings Turnover --
  • Last Dividend 1.20
  • Inception Date Feb 22, 1999

The fund invests at least 80% of its net assets (plus borrowing for investment purposes) in securities of the index, exchange-traded funds that track the index and other financial instruments that provide monthly leveraged exposure to the index or to 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.

Direxion Funds

Fund Family

Trading--Leveraged Equity

Fund Category

13.11M

Net Assets

1999-02-22

Inception Date

Performance Overview: DXRLX

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Trailing returns as of 4/8/2025. Category is Trading--Leveraged Equity.

YTD Return

DXRLX
17.68%
Category
0.00%
 

1-Year Return

DXRLX
14.91%
Category
0.00%
 

3-Year Return

DXRLX
8.67%
Category
0.00%
 

5-Year Return

DXRLX
17.66%
Category
0.00%
 

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Holdings: DXRLX

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Sector Weightings

SectorDXRLX
Healthcare   17.61%
Industrials   15.48%
Technology   14.78%
Real Estate   7.56%
Energy   5.46%
Utilities   2.82%

Recent News: DXRLX

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Research Reports: DXRLX

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