WFH

Direxion Work From Home ETF
*Unless otherwise stated, data provided by FactSet.

WFH Fund Description

WFH tracks an equally-weighted index of global firms that provide technology that supports a more flexible work environment. Stocks are selected using a proprietary natural language processing algorithm.

WFH Factset Analytics Insight

WFH is passively managed to invest in 40 companies that provide products and services that enable people to work from home. WFH industries include remote communications, cyber security, online project and document management, and cloud computing technologies. The Index components are selected using a natural language processing algorithm which identify WFH industries using key words from public company data, like annual reports, published business descriptions, and financial news reports. The companies within each WFH Industry are ranked based on the number of key word “hits” in the company’s data. The top 10 companies in each of the four WFH Industries are selected then weighted equally. The Index is reconstituted and rebalanced semi-annually.

WFH MSCI ESG Analytics Insight

Direxion Work From Home ETF has an MSCI ESG Fund Rating of A based on a score of 6.01 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 Work From Home ETF ranks in the 46th percentile within its peer group and in the 56th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.

WFH 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 09/17/21] 1 MONTH 3 MONTHS YTD 1 YEAR 3 YEARS 5 YEARS 10 YEARS
WFH 2.69% 4.43% 14.70% 45.45% -- -- --
WFH (NAV) 3.44% 3.37% 14.59% 46.99% -- -- --
Solactive Remote Work Index -- -- -- -- -- -- --
N/A -- -- -- -- -- -- --
All returns over 1 year are annualized. All returns are total returns unless otherwise stated.

WFH Summary Data

Direxion
06/25/20
Open-Ended Fund
0.45%
$116.10M
$636.44K
0.08%

WFH Portfolio Data

$242.96B
257.39
7.53
0.29%
N/A
39

WFH Index Data

Solactive Remote Work Index
Equal
Market Cap
N/A

WFH Portfolio Management

0.45%
--
--
--

WFH Tax Exposures

20.00% / 39.60%
--
Qualified dividends
No

WFH Fund Structure

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

WFH Factset Analytics Block Liquidity

As of 09/20/21
5
4
3
2
1

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

WFH Tradability

8,349
$636.44K
5,419
$422.86K
0.08%
$0.06
-0.02%
0.14% / -0.18%
None
97.00%
25,000
0.22
--
0.11%
173
$77.19
5

WFH Top 10 Holdings[View All]

2.77%
NetApp, Inc. 2.65%
26.87%

WFH Countries


WFH
Segment Benchmark
94.14%
--
2.93%
--
1.94%
--
0.98%
--

WFH Regions


WFH
Segment Benchmark
94.14%
--
2.93%
--
2.93%
--

WFH Economic Development


WFH
Segment Benchmark
96.09%
--
3.91%
--

WFH Performance Statistics

--
--
--
--
0.00%
N/A

WFH MSCI ESG Ratings

6.01 / 10
55.68
45.64
--
5.09%
14.67

WFH Benchmark Comparison Holdings

39
--
--
0.00%

WFH Benchmark Comparison Summary


WFH
Segment Benchmark
39
--
$242.96B
--
257.39
--
7.53
--
0.68%
--
Medium
High

WFH Benchmark Comparison Market Cap Size


WFH
Segment Benchmark
68.86%
--
18.17%
--
11.99%
--
0.98%
--