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)

30.72
Net Asset Value
-0.68%
1 Day
-5.71%
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+9.37% 3 years-9.70%
3 months+11.34% 5 years-7.74%
1 year-5.41% Since inception-10.98%
Data through --

Peer Comparisonvs. Trading--inverse debt

 DXKSXCategory
Performance 5-yr return-7.74%-13.37%
Expense ratio1.41%1.86%
Risk 5 year sharpe ratio-0.64--
Net assets$5.3M$38.0M
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 / 12 Years
Minimal initial investment$25,000.00
Minimum IRA investment$25,000.00

Holdings

Cash98.38%
Fixed income1.62%
U.S. stock0.00%
International stock0.00%
Other0.00%
Top 5 Sectors
Portfolio weighting
Business service --
Consumer goods --
Consumer service --
Energy --
Financial service --
Top 10 Holdings
Portfolio weighting
Holdings not available.