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

31.41
Net Asset Value
-0.51%
1 Day
+7.16%
Year-to-Date
Overall Morningstar Rating
Trading--inverse debt
Style or Category
No Load
Sales Expenses
1.49%
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.

Performance

1 month-0.48% 3 years-2.36%
3 months+0.54% 5 years-4.33%
1 year+6.91% Since inception-9.84%
Data through --

Peer Comparisonvs. Trading--inverse debt

 DXKSXCategory
Performance 5-yr return-4.33%-13.37%
Expense ratio1.49%1.89%
Risk 5 year sharpe ratio-0.32--
Net assets$4.6M$23.9M
Average market cap----
Average P/E----
Portfolio turnover0%0%

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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

Cash292.94%
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.