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MIDUDirexion Daily Mid Cap Bull 3X Shares

Take a bet17y track recordRanked #250 of 995 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%

#5,220 of 6,040 · expensive

Fund Size

$68M

#3,433 of 6,040 · mid-size

Return (1Y)

+22.5%

Track Record

17 years

#644 of 6,040 · established

Performance

Total-return NAV · USD
Growth of $10,000
$12,219+22.2%

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

Holdings

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

Other
73.6%
Stocks
24.9%
Cash
1.6%

By sector

Industrials
22.3%
Technology
16.9%
Financial Services
14.1%
Healthcare
10.7%
Consumer Cyclical
10.3%
Real Estate
7.6%
Energy
5.4%
Basic Materials
5.1%
Other
7.7%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
46.0%High

Year-on-year price swings

Max drawdown
-86.3%Severe

Worst peak-to-trough loss

Sharpe (3Y)
0.53Decent risk-adjusted returns
Sortino (3Y)
0.79Moderate 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

Next steps

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Data updated on 2026-09-18