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Direxion Monthly S&P 500 Bear 2X Fund Investor Class (DXSSX)

Net Asset Value
1 Day
Overall Morningstar Rating
Bear market
Style or Category
No Load
Sales Expenses
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 S&P 500  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 S&P 500  Index (the "index"). The fund is non-diversified.


1 month-3.36% 3 years-30.59%
3 months-13.30% 5 years-28.33%
1 year-11.80% Since inception-24.17%
Data through --

Peer Comparisonvs. Bear market

Performance 5-yr return-28.33%-20.22%
Expense ratio1.35%2.00%
Risk 5 year sharpe ratio-1.27-1.22
Net assets$9.9M$158.6M
Average market cap--$72.5B
Average P/E--19.9
Portfolio turnover----

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Fund Management and Purchase Info

Fund familyDirexion Funds
Fund manager & tenurePaul Brigandi / 9 Years
Minimal initial investment$25,000.00
Minimum IRA investment$25,000.00


U.S. stock0.00%
International stock0.00%
Fixed income0.00%
Top 5 Sectors
Portfolio weighting
Financial service 15.16%
Energy 14.17%
Industrial materials 13.04%
Healthcare 12.67%
Hardware 10.04%
Top 10 Holdings
Portfolio weighting
Holdings not available.