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

29.12
Net Asset Value
+0.03%
1 Day
-6.06%
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+0.07% 3 years-5.65%
3 months+2.03% 5 years-5.67%
1 year-8.71% Since inception-10.55%
Data through --

Peer Comparisonvs. Trading--inverse debt

 DXKSXCategory
Performance 5-yr return-5.67%-13.37%
Expense ratio1.50%1.87%
Risk 5 year sharpe ratio-0.47--
Net assets$5.5M$23.3M
Average market cap--$71.0B
Average P/E--19.7
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

Cash304.04%
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.