Direxion Parent Rating
Average
Direxion is an industry-standard asset manager, leading to an Average Parent Pillar rating.
The firm has proven successful at retaining portfolio management talent, providing continuity for strategies, as displayed by low turnover in the past five years compared with asset management peers. Direxion has showcased a durable product shelf. This is demonstrated by the firm's three-year success ratio of 60%, meaning that 60% of its products have both survived and beaten their respective category median. A high success ratio indicates good performance and provides insight into a firm’s discipline around investment strategy and product development. Experienced longest-tenured management is a core advantage that Direxion has over others. Average asset-weighted tenure across management is 13 years, building confidence that the group has been put through its paces.
Direxion Investments
Mutual Funds
View All Direxion FundsMarket
US Open-end ex MM ex FoF ex Feeder
Total Net Assets
729.54 Mil
Investment Flows (TTM)
−71.37 Mil
Asset Growth Rate (TTM)
−11.85%
# of Share Classes
9
| Morningstar Rating | # of Share Classes | |
|---|---|---|
| 0 | ||
| 0 | ||
| 2 | ||
| 0 | ||
| 0 | ||
| Not Rated | 7 | |
0% 50 100 | ||
| Name | Morningstar Rating Overall | 5-Year Category Rank |
|---|---|---|
| Hilton Tactical Income Instl | 75 | |
| Hilton Tactical Income Inv | 79 | |
| Direxion Monthly High Yld Bull 1.2X Inv | — | — |
| Direxion Mthly Small Cap Bull 1.75X | — | — |
| Direxion Mthly 7-10 Yr Trs Bear 1.75X | — | — |
Exchange-Traded Funds
View All Direxion ETFsMarket
US ETFs ex FoF ex Feeder
Total Net Assets
45.62 Bil
Investment Flows (TTM)
1.68 Bil
Asset Growth Rate (TTM)
5.23%
# of Share Classes
85
| Morningstar Rating | # of Share Classes | |
|---|---|---|
| 1 | ||
| 0 | ||
| 1 | ||
| 1 | ||
| 0 | ||
| Not Rated | 82 | |
0% 50 100 | ||
| Name | Morningstar Rating Overall | 5-Year Category Rank |
|---|---|---|
| Direxion Auspice Broad Cmdty Strat ETF | 25 | |
| Direxion NASDAQ-100® Equal Wtd ETF | 75 | |
| Direxion Work From Home ETF | — | |
| Direxion Daily NYSE FANG+ Bull 2X Shares | — | — |
| Direxion Daily FTSE China Bear 3X ETF | — | — |
Morningstar Mentions
Top-Performing Stock ETFs of the Quarter
Bella Albrecht
HCM Defender 100 Index ETF and Direxion HCM Tactical Enhanced US Equity Strategy ETF were among the best-performing ETFs in Q2 2024.
For Most Investors, Single-Stock ETFs Are Best Left Alone
Ryan Jackson
The newest shiny object in the ETF marketplace is one to avoid.
Top- and Bottom-Performing Stock ETFs for the Quarter
Bella Albrecht
We unveil the winners and cautionary tales from Q1.
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.
