7.0 in Large Growth
U.S. News evaluated 469 Large Growth Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
| Scorecard | |
|---|---|
| Morningstar | 3 / 5 Stars |
| Lipper | 5 5 1 4 2 |
| Zacks Investment Research | 1 (Strong Buy) |
| Standard & Poor's | 3 / 5 Stars |
| TheStreet.com | C+ (Hold) |
Fund Overview
The investment seeks monthly investment results, before fees and expenses, of 200% of the calendar month price performance of the NASDAQ-100® Index. The fund normally invests at least 80% of net assets in the equity securities that comprise the index and/or financial instruments that, in combination, provide leveraged exposure to the index with the fund creating long positions. It is non-diversified.
| Trailing Returns | Updated 03.31.2012 |
|---|---|
| Year to date | 44.4% |
| 1 Year | 34.6% |
| 3 Years (Annualized) | 71.2% |
| 5 Years (Annualized) | 2.2% |
| 10 Years (Annualized) |
Performance
The fund has returned 34.58 percent over the past year, 71.19 percent over the past three years, and 2.19 percent over the past five years.
Hypothetical Growth of $10,000
Updated 03.31.2012
Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 0.0 | 0.0 |
| Stocks | 100.0 | 100.0 |
| Bonds | 0.0 | 0.0 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 0.0 | 0.0 |
| Convertible | 0.0 | 0.0 |
| Preferred | 0.0 | 0.0 |
Updated 01.31.2012
Top Holdings
Performance as of 03.31.2012
Portfolio as of 01.31.2012
| % Net Assets | |
|---|---|
| Ndx Cs Swap Bullet | 100.0 |
Fees
Direxion Monthly NASDAQ-100 Bull 2X Fund Investor Class has an expense ratio of 1.90 percent.
