Hilton Tactical Income A (HCYAX)
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Hilton Tactical Income A
New York NY 10019
1301 Avenue Of The Americas ( 6th Avenue)
Direxion Funds
646-572-3390
Management information
,Lead manager since 29 November 2017
Mr. Reilly joined Hilton Capital Management, LLC in 2017. In addition to his work on the Investment Committee, Mr. Reilly focuses on a range of strategic business development initiatives and expanding the firm's risk management capabilities. Prior to joining Hilton, Mr. Reilly was a Managing Director at Bank of America, where he oversaw their Global Convertible Sales and Trading business. He was responsible for risk management, trading and distribution of the convertible product. Prior to Bank of America, Mr. Reilly was a Managing Director at Goldman Sachs, where he managed their U.S. Convertible Trading business. Mr. Reilly graduated from Harvard University with a B.S. in Economics.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.
Fund overview
CategoryTactical Allocation
Fund familyDirexion Funds
Net assets118.41M
YTD return2.40%
Yield2.92%
Morningstar rating★★★
Inception date15 Sept 2013
Fund operations
Last dividend0.22
Last cap gain1.00
Holdings turnover93.00%
Average for categoryN/A
Fees and expenses
ExpenseHCYAXCategory average
Annual report expense ratio (net)1.21%1.29%
Prospectus net expense ratio1.21%N/A
Prospectus gross expense ratio1.49%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.22%
Max deferred sales loadN/A1.17%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A
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