HIPR

Direxion High Growth ETF
*Unless otherwise stated, data provided by FactSet.

HIPR Fund Description

HIPR tracks an index of US growth stocks that are selected and weighted by their quality, momentum, value, and volatility scores.

HIPR Factset Analytics Insight

HIPR offers passive exposure to large- and midcap companies identified as having consistent and sustainable growth. Stocks selected are those with the highest historical growth in sales, forecasted earnings and cash flows relative to increases in share value. These “hyper” growth stocks are screened by scoring in combination of growth, price momentum and quality metrics (such as high profitability and low levels of leverage), while maintaining neutral exposures to the value and volatility factors which excludes value stocks in the process. Each security receives a minimum weight of 0.10% and a maximum of 20%, with the highest-scoring securities on desirable factor characteristics earning greater weight. By applying these factors, HIPR hopes to form a portfolio of growth companies with healthy balance sheets and positive market momentum. The index is to be reviewed and rebalanced semi-annually.

HIPR MSCI ESG Analytics Insight

Direxion High Growth ETF has an MSCI ESG Fund Rating of BBB based on a score of 4.64 out of 10. The MSCI ESG Fund Rating measures the resiliency of portfolios to long-term risks and opportunities arising from environmental, social, and governance factors. ESG Fund Ratings range from best (AAA) to worst (CCC). Highly rated funds consist of companies that tend to show strong and/or improving management of financially relevant environmental, social and governance issues. These companies may be more resilient to disruptions arising from ESG events.

The fund’s Peer Rank reflects the ranking of a fund’s MSCI ESG Fund Quality Score against the scores of other funds within the same peer group, as defined by the Thomson Reuters Lipper Global Classification. Direxion High Growth ETF ranks in the 23th percentile within its peer group and in the 4th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.

HIPR MSCI FaCS and Factor Box

MSCI FaCS is a standard method for evaluating and reporting the Factor characteristics of equity portfolios including ETFs. The Factor Box includes 6 Factors that MSCI has identified that historically provided a return premium. On the vertical axis, the Factor Groups, are displayed and the horizontal axis displays the Factor exposure, overweight, underweight or neutral.

PERFORMANCE [as of 08/03/21] 1 MONTH 3 MONTHS YTD 1 YEAR 3 YEARS 5 YEARS 10 YEARS
HIPR 1.09% 7.60% 18.69% 35.14% -- -- --
HIPR (NAV) 2.12% 8.68% 19.51% 34.52% -- -- --
Russell 1000 Hyper Growth Index 2.16% 8.81% 19.83% 35.21% -- -- --
MSCI USA Large Cap Growth Index 2.66% 9.97% 18.48% 37.64% 27.08% 25.07% 19.86%
All returns over 1 year are annualized. All returns are total returns unless otherwise stated.

HIPR Summary Data

Direxion
06/11/20
Open-Ended Fund
0.40%
$13.96M
$222.67K
0.24%

HIPR Portfolio Data

$848.20B
28.91
5.76
0.32%
N/A
111

HIPR Index Data

Russell 1000 Hyper Growth Index
Multi-Factor
Multi-Factor
MSCI USA Large Cap Growth Index

HIPR Portfolio Management

0.40%
--
--
--

HIPR Tax Exposures

20.00% / 39.60%
--
Qualified dividends
No

HIPR Fund Structure

Open-Ended Fund
No
--
-- / --
N/A
N/A
High
Daily

HIPR Factset Analytics Block Liquidity

As of 08/04/21
5
4
3
2
1

This measurement shows how easy it is to trade a $1 million USD block of HIPR. HIPR is rated a 5 out of 5.

HIPR Tradability

3,276
$222.67K
1,007
$68.52K
0.24%
$0.17
0.04%
3.59% / -1.03%
None
99.00%
25,000
0.04
0.03%
0.00%
0
$70.38
5

HIPR Sector/Industry Breakdown


HIPR
Segment Benchmark
40.66%
63.92%
20.91%
19.44%
15.25%
1.97%
8.85%
5.03%
5.66%
7.20%
2.62%
0.94%
2.38%
--
2.35%
0.87%

HIPR Countries


HIPR
Segment Benchmark
100.00%
99.92%
--
0.08%

HIPR Regions


HIPR
Segment Benchmark
100.00%
100.00%

HIPR Economic Development


HIPR
Segment Benchmark
100.00%
100.00%

HIPR Performance Statistics

0.96
0.91
0.93
0.93
0.28%
MSCI USA Large Cap Growth Index

HIPR MSCI ESG Ratings

4.64 / 10
3.79
22.97
5.55%
4.69%
39.01

HIPR Benchmark Comparison Holdings

111
126
42
50.67%

HIPR Benchmark Comparison Summary


HIPR
Segment Benchmark
111
126
$848.20B
$922.21B
28.91
49.42
5.76
12.87
0.66%
0.39%
High
High

HIPR Benchmark Comparison Market Cap Size


HIPR
Segment Benchmark
93.94%
100.00%
6.06%
0.00%
0.00%
0.00%
0.00%
0.00%