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HCMTDirexion HCM Tactical Enhanced U.S. Equity Strategy ETF

Grow my money3y track recordRanked #1,787 of 3,055 in this goal

Seeks capital appreciation.

By Direxion Funds · Launched 2023

Annual Cost

1.18%

#5,651 of 6,040 · expensive

Fund Size

$600M

#1,519 of 6,040 · large

Return (1Y)

+13.8%

Track Record

3 years

#2,982 of 6,040 · seasoned

Performance

Total-return NAV · USD
Growth of $10,000
$11,412+14.1%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Equity

Strategy

Tactical allocation

Holdings

By weight

Concentration

Top 10 holdings = 73.2% of fundconcentrated

DREYFUS GOVERNMENT CASH MANAGE
41.5%
GOLDMAN SACHS LIQ ES FD A
12.9%
DREYFUS
5.0%
NVIDIA Corp.
3.1%
Apple Inc.
2.6%
Microsoft Corp.
2.0%
N/A
1.8%
Amazon.com, Inc.
1.7%
Alphabet Inc.
1.4%
Broadcom Inc
1.3%

Asset allocation

Other
54.3%
Stocks
40.3%
Cash
5.4%

By sector

Technology
38.7%
Financial Services
12.1%
Communication
9.5%
Consumer Cyclical
9.3%
Healthcare
9.3%
Industrials
7.8%
Consumer Defensive
4.5%
Energy
3.5%
Other
5.5%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
28.9%High

Year-on-year price swings

Max drawdown
-36.3%Severe

Worst peak-to-trough loss

Sharpe (3Y)
0.60Decent risk-adjusted returns
Sortino (3Y)
0.82Moderate downside risk

Listing

Exchange
NYSE Arca

Full fund details

Objective
Seeks capital appreciation.
Strategy
Actively managed fund aiming for enhanced returns correlated to U.S. equity markets. Invests in U.S. equity securities and cash equivalents, utilizing a proprietary quantitative model to adjust allocations based on market trends. May leverage up to 200% of net assets across various sectors, including health care.
Inception date
June 21, 2023
Fund family
Direxion Funds

Next steps

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Data updated on 2026-09-18