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Direxion Monthly 7-10 Year Treasury Bear 2X Fund (DXKSX)

32.89
Net Asset Value
+0.52%
1 Day
-5.79%
Year-to-Date
Overall Morningstar Rating
Trading-inverse debt
Style or Category
No Load
Sales Expenses
1.35%
Expense Ratio
--
Morningstar Risk Rating™
Investment Objective The investment seeks monthly investment results, before fees and expenses, of 200% of the inverse (or opposite) of the calendar month performance of the NYSE 7-10 Year Treasury Bond Index. The fund, under normal circumstances, creates short positions by investing at least 80% of its assets in: futures contracts, short positions, swap agreements, exchange traded funds ("ETFs") or other financial instruments that, in combination, provide leveraged and unleveraged exposure to the NYSE 7-10 Year Treasury Bond Index (the "index"). It is non-diversified.

Performance

1 month-1.27% 3 years-5.68%
3 months-2.42% 5 years-11.08%
1 year-10.75% Since inception-11.68%
Data through --

Peer Comparisonvs. Trading-inverse debt

 DXKSXCategory
Performance 5-yr return-11.08%-13.37%
Expense ratio1.35%1.92%
Risk 5 year sharpe ratio-0.91--
Net assets$22.0M$58.1M
Average market cap----
Average P/E----
Portfolio turnover----

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Fund Management and Purchase Info

Fund familyDirexion Funds
Fund manager & tenurePaul Brigandi / 11 Years
Minimal initial investment$25,000.00
Minimum IRA investment$25,000.00

Holdings

Cash360.85%
U.S. stock0.00%
International stock0.00%
Fixed income0.00%
Other0.00%
Top 5 Sectors
Portfolio weighting
Business service --
Consumer goods --
Consumer service --
Energy --
Financial service --
Top 10 Holdings
Portfolio weighting
Holdings not available.

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