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HCMTDirexion HCM Tactical Enhanced U.S. Equity Strategy ETF

Grow my money3y track recordRanked #1,755 of 2,992 in this goal

Seeks capital appreciation.

By Direxion Funds · Launched 2023

Annual Cost

1.18%

#5,472 of 5,854 · expensive

Fund Size

$622M

#1,439 of 5,854 · large

Return (1Y)Goal

+14.4%

Track Record

3 years

#2,969 of 5,854 · seasoned

Performance

Total-return NAV · USD
Growth of $10,000
$11,525+15.3%

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

What's inside

How Beacon categorizes this fund

Asset class

Equity

Strategy

Tactical allocation

What it actually holds

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

Stocks
83.3%
Cash
8.8%
Other
7.9%

By sector

Technology
38.5%
Financial Services
11.6%
Communication
9.9%
Consumer Cyclical
9.5%
Healthcare
8.9%
Industrials
8.4%
Consumer Defensive
4.5%
Energy
3.0%
Other
5.7%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
28.4%High

Year-on-year price swings

Max drawdown
-36.3%Severe

Worst peak-to-trough loss

Sharpe (3Y)
0.49Below average
Sortino (3Y)
0.67Moderate 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

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Data updated on 2026-08-03