Direxion Monthly NASDAQ-100® Bear 1.25X Fund (DXNSX)

Net Asset Value
1 Day
Overall Morningstar Rating
Trading--inverse equity
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 125% of the inverse (or opposite) of the calendar month performance of the NASDAQ 100- Index. The fund- under normal circumstances- invests in swap agreements- futures contracts- short positions or other financial instruments that- in combination- provide inverse (opposite) or short leveraged exposure to the index equal to at least 80% of the fund's net assets (plus borrowing for investment purposes). The index includes 100 of the largest domestic and international non-financial companies listed on the NASDAQ Stock Market- based on market capitalization. The fund is non-diversified.


1 month-2.01% 3 years--
3 months-9.80% 5 years--
1 year-25.06% Since inception-24.51%
Data through --

Peer Comparisonvs. Trading--inverse equity

Performance 5-yr return---29.79%
Expense ratio1.29%1.94%
Risk 5 year sharpe ratio----
Net assets$877.8K$4.0M
Average market cap--$14.0B
Average P/E--15.7
Portfolio turnover0%0%

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Fund Management and Purchase Info

Fund familyDirexion Funds
Fund manager & tenurePaul Brigandi / 2 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
Business service --
Consumer goods --
Consumer service --
Energy --
Financial service --
Top 10 Holdings
Portfolio weighting
Holdings not available.