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

27.86
Net Asset Value
+0.07%
1 Day
-14.49%
Year-to-Date
Overall Morningstar Rating
Trading--inverse debt
Style or Category
No Load
Sales Expenses
1.41%
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 creates short positions by investing at least 80% of its assets in: swap agreements, futures contracts, short positions, ETFs, or other financial instruments that, in combination, provide leveraged and unleveraged exposure to the index. 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. The fund is non-diversified.

Performance

1 month-0.39% 3 years-13.76%
3 months-5.82% 5 years-10.43%
1 year-13.62% Since inception-12.13%
Data through --

Peer Comparisonvs. Trading--inverse debt

 DXKSXCategory
Performance 5-yr return-10.43%-13.37%
Expense ratio1.41%1.86%
Risk 5 year sharpe ratio-1.08--
Net assets$8.2M$43.5M
Average market cap----
Average P/E----
Portfolio turnover----

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Fund Management and Purchase Info

Fund familyDirexion Funds
Fund manager & tenurePaul Brigandi / 12 Years
Minimal initial investment$25,000.00
Minimum IRA investment$25,000.00

Holdings

Cash301.29%
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.

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