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Fund comparison · from official SEC filings

AFQSX vs DXSLX: how much do they overlap?

Alpha Fiduciary Quantitative Strategy Fund and Direxion Monthly S&P 500 Bull 1.75X Fund
Holdings overlap
77%
of assets, by weight
Shared positions
2
of 3 / 4 holdings
AFQSX expense ratio
1.73%
net, per year
DXSLX expense ratio
1.49%
net, per year
AFQSX and DXSLX are largely redundant — holding both means most of your money tracks the same underlying companies.
Shared holdings
Company
AFQSX
DXSLX
I
IVVISHARES CORE S&P 500 ETF
90.13%
67.23%
F
FTIXXGLDMN SCHS FIN SQ TR-FST
9.69%
14.10%
Only in AFQSX
?
—Chicago Mercantile Exchange
0.18%
Only in DXSLX
?
—N/A
15.02%
A
AGPXXINVESCO GVT & AGNCY-INST
3.66%
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Data source: official SEC Form N-PORT filings from each fund. Fund holdings are disclosed quarterly and may reflect a 60-day reporting delay.
Informational and educational only — not investment advice.