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Morningstar

Direxion

Direxion Parent Rating

Average
Morningstar Manager Research

Direxion is an industry-standard asset manager, leading to an Average Parent Pillar rating.

Portfolio management turnover has been minimal at the firm over the past five years. Long-term stability indicates a strong investment culture. The firm stands out in its commitment to investor values by offering an open-end and exchange-traded product lineup at a low cost. On average, the firm charges fees on its funds that are within the second cheapest quintile of its category.

Direxion Investments

Mutual Funds

See All Direxion Funds

Market

US Open-end ex MM ex FoF ex Feeder

Total Net Assets

747.36 Mil

Investment Flows (TTM)

−63.97 Mil

Asset Growth Rate (TTM)

−10.62%

# of Share Classes

9
Morningstar Rating # of Share Classes
0
0
2
0
0
Not Rated 7
Name
Morningstar Rating Overall
5-Year Category Rank
Hilton Tactical Income Instl71
Hilton Tactical Income Inv75
Direxion Mthly Small Cap Bull 1.75X——
Direxion Monthly High Yld Bull 1.2X Inv——
Direxion Mthly 7-10 Yr Trs Bear 1.75X——
View All 5-Star Standouts

Exchange-Traded Funds

See All Direxion ETFs

Market

US ETFs

Total Net Assets

41.96 Bil

Investment Flows (TTM)

−544.83 Mil

Asset Growth Rate (TTM)

−1.76%

# of Share Classes

88
Morningstar Rating # of Share Classes
0
1
1
1
2
Not Rated 83
Name
Morningstar Rating Overall
5-Year Category Rank
Direxion Auspice Broad Cmdty Strat ETF26
Direxion NASDAQ-100® Equal Wtd ETF68
Direxion Work From Home ETF—
Direxion Hydrogen ETF—
Direxion Moonshot Innovators ETF—
View All 5-Star Standouts

Morningstar Mentions

HCM Defender 100 Index ETF and Direxion HCM Tactical Enhanced US Equity Strategy ETF were among the best-performing ETFs in Q2 2024.

Direxion HCM Tactical Enhanced US Equity Strategy ETF and HCM Defender 100 Index ETF were among the best-performing ETFs in May 2024.

Quick Definitions: Key Morningstar Terms

  • Category

    A category is a way to group investments based on similar risk, return, and behavior profiles.

  • Morningstar Medalist Rating for Funds

    The Morningstar Medalist Rating for funds is a five-tier system used to analyze how fees will impact different securities in the long term.

  • 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.

  • Percentile Rank

    Percentile rank is how an investment’s return, risk, or other metric compares with other investments in its Morningstar Category.

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