Direxion Monthly Small Cap Bear 2X Fund (DXRSX)

31.61
Net Asset Value
-0.82%
1 Day
-7.68%
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-8.03% 3 years-32.17%
3 months-10.53% 5 years-35.43%
1 year-20.28% Since inception-24.47%
Data through --

Peer Comparisonvs. Bear market

 DXRSXCategory
Performance 5-yr return-35.43%-23.54%
Expense ratio1.35%2.01%
Risk 5 year sharpe ratio-1.00-1.25
Net assets$9.8M$157.5M
Average market cap--$2.6B
Average P/E----
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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