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

Net Asset Value
1 Day
Overall Morningstar Rating
Trading--inverse debt
Style or Category
No Load
Sales Expenses
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 or short leveraged 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.


1 month-0.51% 3 years-1.62%
3 months+5.08% 5 years-4.76%
1 year+1.79% Since inception-9.99%
Data through --

Peer Comparisonvs. Trading--inverse debt

Performance 5-yr return-4.76%-13.37%
Expense ratio1.49%1.89%
Risk 5 year sharpe ratio-0.42--
Net assets$14.7M$28.6M
Average market cap--$85.7B
Average P/E--22.5
Portfolio turnover0%0%

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


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