Direxion Monthly 7-10 Year Treasury Bull 2X Fund

Class Inv (DXKLX)
Scorecard
4 / 5 Stars
Lipper
4 4 1 4 1
Zacks Investment Research
3 (Hold)
Standard & Poor's
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TheStreet.com
D (Sell)

U.S. News evaluated 3 Trading-Leveraged Debt Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned -8.70 percent over the past year, 8.31 percent over the past three years, and 3.13 percent over the past five years.

Trailing Returns Updated 03.31.2014
Year to date 5.3%
1 Year -8.7%
3 Years (Annualized) 8.3%
5 Years (Annualized) 3.1%
10 Years (Annualized) N/A

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Summary

The investment seeks monthly investment results, before fees and expenses, of 200% of the calendar month performance of the NYSE 7-10 Year Treasury Bond Index. The fund, under normal circumstances, creates long positions by investing at least 80% of its assets in the U.S. government securities that comprise the NYSE 7-10 Year Treasury Bond Index and/or financial instruments that, in combination, provide leveraged and unleveraged exposure to the index. The index is a multi-security index that includes all qualified U.S. Treasury bonds. The fund is non-diversified.

Fees

Fees are High compared to funds in the same category.
Direxion Monthly 7-10 Year Treasury Bull 2X Fund has an expense ratio of 1.83 percent.

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Risk

Risk is Average compared to funds in the same category according to Morningstar.

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