Company profile
Employees
Incorporated
Location
Fiscal year end
Former names
POTOMAC FUNDS
SEC CIK
Latest filings (excl ownership)
N-CEN
Annual report (registered investment company)
13 Nov 23
N-CSR
Certified annual shareholder report (management investment company)
3 Nov 23
N-PX
Annual report of proxy voting record
15 Aug 23
N-CSRS
Certified semi-annual shareholder report (management investment company)
5 May 23
N-CEN
Annual report (registered investment company)
14 Nov 22
N-CSR
Certified annual shareholder report (management investment company)
4 Nov 22
N-PX
Annual report of proxy voting record
19 Aug 22
CORRESP
Correspondence with SEC
27 Jul 22
N-CSRS
Certified semi-annual shareholder report (management investment company)
6 May 22
DEFR14A
Revised proxy
14 Dec 21
Latest ownership filings
NPORT-P
Direxion Monthly NASDAQ-100 Bull 1.25X Fund (Nov 2023 report)
26 Jan 24
NPORT-P
Direxion Monthly Small Cap Bull 1.75X Fund (Nov 2023 report)
26 Jan 24
NPORT-P
Direxion Monthly NASDAQ-100 Bull 1.75X Fund (Nov 2023 report)
26 Jan 24
NPORT-P
Direxion Monthly High Yield Bull 1.2X Fund (Nov 2023 report)
26 Jan 24
NPORT-P
Direxion Monthly S&P 500 Bull 1.75X Fund (Nov 2023 report)
26 Jan 24
NPORT-P
Direxion Monthly 7-10 Year Treasury Bear 1.75X Fund (Nov 2023 report)
26 Jan 24
NPORT-P
Direxion Monthly 7-10 Year Treasury Bull 1.75X Fund (Nov 2023 report)
26 Jan 24
NPORT-P
Hilton Tactical Income Fund (Nov 2023 report)
26 Jan 24
NPORT-P
Direxion Monthly S&P 500 Bull 1.75X Fund (Aug 2023 report)
27 Oct 23
NPORT-P
Direxion Monthly Small Cap Bull 1.75X Fund (Aug 2023 report)
27 Oct 23
Funds
Series | Ticker | %Monthly Return ? | $Assets | #Holdings | As of | ||
---|---|---|---|---|---|---|---|
Direxion Monthly 25+ Year Treasury Bear 1.35X Fund | DXSTX | 1.56 | 5.05 | 8.01 | 1.19 mm | 2 | Feb 2021 |
Direxion Monthly 25+ Year Treasury Bull 1.35X Fund | DXLTX | -1.97 | -5.46 | -8.34 | 5.24 mm | 2 | Feb 2021 |
Direxion Monthly 7-10 Year Treasury Bear 1.75X Fund | DXKSX | 3.19 | 2.15 | 2.34 | 15.78 mm | 4 | Aug 2023 |
Direxion Monthly 7-10 Year Treasury Bull 1.75X Fund | DXKLX | -2.69 | -1.65 | -1.82 | 3.61 mm | 5 | Aug 2023 |
Direxion Monthly Emerging Markets Bull 2X Fund | DXELX | -6.94 | -12.44 | 0.98 | 2.70 mm | 7 | May 2022 |
Direxion Monthly High Yield Bull 1.2X Fund | DXHYX | 1.89 | 1.09 | 23.74 mm | 4 | Aug 2023 | |
Direxion Monthly NASDAQ-100 Bear 1.25X Fund | DXNSX | 7.03 | -9.97 | -2.47 | 222.72 k | 3 | Nov 2021 |
Direxion Monthly NASDAQ-100 Bull 1.25X Fund | DXNLX | 7.80 | 4.46 | -2.07 | 14.03 mm | 5 | Aug 2023 |
Direxion Monthly NASDAQ-100 Bull 1.75X Fund | DXQLX | 10.84 | 6.22 | -3.14 | 362.69 mm | 4 | Aug 2023 |
Direxion Monthly S&P 500 Bear 1.75X Fund | DXSSX | 10.93 | -10.18 | 5.20 | 11.60 mm | 4 | Feb 2023 |
Direxion Monthly S&P 500 Bull 1.75X Fund | DXSLX | 11.06 | 5.13 | -3.33 | 83.70 mm | 5 | Aug 2023 |
Direxion Monthly Small Cap Bear 1.75X Fund | DXRSX | 12.06 | -16.30 | 3.82 | 4.38 mm | 4 | Feb 2023 |
Direxion Monthly Small Cap Bull 1.75X Fund | DXRLX | 13.71 | 10.20 | -9.29 | 11.42 mm | 5 | Aug 2023 |
Hilton Tactical Income Fund | HCYAX, HCYIX | 0.93 | 1.00 | -0.74 | 114.77 mm | 87 | Aug 2023 |