Direxion earns a High Parent Pillar rating because of its ability to stand out in an increasingly competitive field. The longevity of the firm's product lineup has been impressive, demonstrated by a five-year risk-adjusted success ratio of 100%. This means 100% of products have both survived and beaten their respective category median on a risk-adjusted basis. A high success ratio not only indicates good performance but also provides insight into a firm’s discipline around investment strategy and product development. Direxion has proven successful at retaining portfolio management talent, and providing continuity for strategies, as displayed by low turnover compared with peers over the past five years. Average tenure of eight years among the longest-tenured managers at Direxion is on par with peer firms. In isolation, seasoned teams tend to have more experience to draw upon should they need to weather turbulent market conditions.
Direxion
Market
US Open-end ex MM ex FoF ex FeederTotal Net Assets
475.63 MilInvestment Flows (TTM)
−35.14 MilAsset Growth Rate (TTM)
−5.06%# of Share Classes
11
Morningstar Rating
|
# of Share Classes
|
|---|---|
| 0 | |
| 1 | |
| 4 | |
| 1 | |
| 0 | |
| Not Rated | 5 |
0%
25
50
Name
|
Morningstar Rating Overall
|
5-Year Category Rank
|
|---|---|---|
| Direxion Mthly 7-10 Yr Trs Bull 1.75X | — | |
| Hilton Tactical Income Instl | 46 | |
| Hilton Tactical Income Inv | 51 | |
| Direxion Mthly S&P 500 Bull 1.75X Inv | — | |
| Direxion Mthly NASDAQ-100 Bull 1.75X Inv | — |
The Morningstar Star Rating for Funds is a purely quantitative measure of a fund's past performance, measured from one to five stars.
Star ratings are calculated at the end of every month.
Investments must have at least 36 continuous months of total returns to receive a rating.
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Quick Definitions: Key Morningstar Terms
Morningstar Rating™ for Funds
The Morningstar Rating for Funds, often referred to as the Star Rating, measures a fund’s past performance compared to similar funds on a risk-adjusted basis.
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Percentile Rank
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