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MIDUDirexion Daily Mid Cap Bull 3X Shares

Take a bet17y track recordRanked #236 of 949 in this goal

Seeks daily investment results of 300% of the daily performance of the Index.

By Direxion Funds · Launched 2009

Annual Cost

0.98%

#5,069 of 5,861 · expensive

Fund Size

$82M

#3,184 of 5,861 · mid-size

Return (1Y)Goal

+43.2%

Track Record

17 years

#635 of 5,861 · established

Performance

Total-return NAV · USD
Growth of $10,000
$14,632+46.3%

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

What's inside

How Beacon categorizes this fund

Asset class

Equity

Strategy

Leveraged

Index tracked

S&P MidCap 400 Index

What it actually holds

By weight

Concentration

synthetic exposure — holdings shown are derivatives collateral, not the fund's positions

GOLDMAN FINANCIAL
20.4%
DREYFUS GOVERNMENT CASH MANAGE
8.5%
N/A
4.5%
N/A
3.4%
N/A
2.6%
N/A
1.8%
FLEXTRONICS INTL. LTD.
0.7%
TECHNIPFMC PLC
0.6%
Curtiss-Wright Corp.
0.5%
XPO INC
0.5%

Asset allocation

Stocks
93.0%
Cash
7.0%

By sector

Industrials
25.3%
Technology
17.1%
Financial Services
13.9%
Consumer Cyclical
10.5%
Healthcare
8.9%
Real Estate
7.3%
Basic Materials
4.8%
Energy
4.6%
Other
7.5%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
47.0%High

Year-on-year price swings

Max drawdown
-86.3%Severe

Worst peak-to-trough loss

Sharpe (3Y)
0.48Below average
Sortino (3Y)
0.71Moderate downside risk

Listing

Exchange
NYSE Arca

Full fund details

Objective
Seeks daily investment results of 300% of the daily performance of the Index.
Strategy
Invests primarily in financial instruments to achieve 3X daily leveraged exposure to a float-adjusted market capitalization weighted index of mid-sized U.S. companies. The Fund rebalances daily and may hold money market funds and short-term debt instruments.
Inception date
January 8, 2009
Fund family
Direxion Funds

Our take

Structural notes on how this fund behaves. Read our guide on the 6 warning signs.

Leveraged
Warning

Your return drifts the longer you hold

Leverage amplifies the index's daily move, by 2x or 3x. The fund resets every day, so over weeks and months your real return drifts from that multiple. It can run ahead in a smooth climb and bleed in a choppy one. Hold one for months and you own a different bet than the label suggests.

Sources: Cheng & Madhavan, 'The Dynamics of Leveraged and Inverse ETFs' (2009)

Educational analysis of structural product characteristics. Not investment advice. Always read the fund prospectus and consult a qualified advisor before investing. More

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Data updated on 2026-08-04