Our Terms of Service and Privacy Policy have changed.

By continuing to use this site, you are agreeing to the new Privacy Policy and Terms of Service.

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

28.76
Net Asset Value
-0.07%
1 Day
-7.23%
Year-to-Date
Overall Morningstar Rating
Trading--inverse debt
Style or Category
No Load
Sales Expenses
1.50%
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 ICE U.S. Treasury 7-10 Year Bond Index. The fund invests in swap agreements, futures contracts, short positions or other financial instruments that provide inverse (opposite) or short exposure to the index equal to at least 80% of the fund's net assets (plus borrowing for investment purposes). The index is a market value weighted index that includes publicly issued U.S. Treasury securities that have a remaining maturity of greater than seven years and less than or equal to ten years. It is non-diversified.

Performance

1 month-2.51% 3 years-9.47%
3 months-5.43% 5 years-6.70%
1 year-0.45% Since inception-11.01%
Data through --

Peer Comparisonvs. Trading--inverse debt

 DXKSXCategory
Performance 5-yr return-6.70%-13.37%
Expense ratio1.50%1.86%
Risk 5 year sharpe ratio-0.56--
Net assets$5.2M$26.9M
Average market cap----
Average P/E----
Portfolio turnover----

There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.

Fund Management and Purchase Info

Fund familyDirexion Funds
Fund manager & tenurePaul Brigandi / 13 Years
Minimal initial investment$25,000.00
Minimum IRA investment$25,000.00

Holdings

Cash282.29%
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.