Direxion Monthly Small Fund Quote
| DXRLX Fund | USD 73.14 0.80 1.11% |
PerformanceVery Weak
| Odds Of DistressLow
|
Direxion Monthly is trading at 73.14 as of the 22nd of March 2025; that is 1.11 percent up since the beginning of the trading day. The fund's open price was 72.34. Direxion Monthly has about a 21 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 22nd of December 2024 and ending today, the 22nd of March 2025. Click here to learn more.
The fund invests at least 80 percent of its net assets 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. More on Direxion Monthly Small
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Direxion Mutual Fund Highlights
| Fund Concentration | Direxion Funds, Large Funds, Trading--Leveraged Equity Funds, Trading--Leveraged Equity, Direxion Funds (View all Sectors) |
| Update Date | 31st of March 2025 |
| Expense Ratio Date | 29th of December 2022 |
| Fiscal Year End | August |
Direxion Monthly Small [DXRLX] is traded in USA and was established 22nd of March 2025. Direxion Monthly is listed under Direxion Funds category by Fama And French industry classification. The fund is listed under Trading--Leveraged Equity category and is part of Direxion Funds family. This fund currently has accumulated 11.25 M in assets under management (AUM) with minimum initial investment of 25 K. Direxion Monthly Small is currently producing year-to-date (YTD) return of 3.27% with the current yeild of 0.02%, while the total return for the last 3 years was -3.63%.
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Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Direxion Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Direxion Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Direxion Monthly Small Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Direxion Monthly Small Mutual Fund Constituents
| IWM | iShares Russell 2000 | Etf | Small Blend |
Direxion Monthly Small Risk Profiles
| Mean Deviation | 1.72 | |||
| Standard Deviation | 2.25 | |||
| Variance | 5.07 | |||
| Risk Adjusted Performance | (0.13) |
Direxion Monthly Against Markets
Other Information on Investing in Direxion Mutual Fund
Direxion Monthly financial ratios help investors to determine whether Direxion Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Direxion with respect to the benefits of owning Direxion Monthly security.
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