Direxion Monthly Small Cap Bear 2X Fund (DXRSX)

30.40
Net Asset Value
+0.73%
1 Day
-11.21%
Year-to-Date
Overall Morningstar Rating
Bear market
Style or Category
No Load
Sales Expenses
1.35%
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 Russell 2000 ® Index. The fund, under normal circumstances, creates short positions by investing at least 80% of its assets in: futures contracts, short positions, swap agreements, exchange traded funds ("ETFs") or other financial instruments that, in combination, provide leveraged and unleveraged exposure to the Russell 2000 ® Index (the "index"). It is non-diversified.

Performance

1 month+0.23% 3 years-36.08%
3 months-5.98% 5 years-34.28%
1 year-32.30% Since inception-24.73%
Data through --

Peer Comparisonvs. Bear market

 DXRSXCategory
Performance 5-yr return-34.28%-22.62%
Expense ratio1.35%2.00%
Risk 5 year sharpe ratio-0.86-1.16
Net assets$9.6M$148.1M
Average market cap--$35.0B
Average P/E--23.6
Portfolio turnover----

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Fund Management and Purchase Info

Fund familyDirexion Funds
Fund manager & tenurePaul Brigandi / 10 Years
Minimal initial investment$25,000.00
Minimum IRA investment$25,000.00

Holdings

Cash200.00%
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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