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DXSTX Direxion Monthly 25+Yr Trs Bear 1X Inv

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Fund DXSTX Direxion Monthly 25+Yr Trs Bear 1X Inv TAPR Barclays Inverse US Treasury Aggt ETN  
100% 86%
Annual Fees
(1.10% Exp. Ratio)
(0.43% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 0.44% annual return
$8,180.96 $10,017.77
Est. savings over 30 yrs +$1,836.80
As of 9/30/16
3 YR --
5 YR --
10 YR --
1 YR RETURN -41.88%
3 YR --
5 YR --
10 YR --
The investment seeks monthly investment results, before fees and expenses, of 100% of the inverse (or opposite) of the calendar month performance of the NYSE 25 Year Plus Treasury Bond Index. The fund creates short positions by investing at least 80% of its assets in: swap agreements; futures contracts; U.S. government securities; forward contracts; reverse repurchase agreements; and other financial instruments that, in combination, provide inverse exposure to the NYSE 25 Year Plus Treasury Bond Index. The index is a multi-security fixed income index that attempts to track U.S. Treasury bonds with a maturity of 25 years or greater. It is non-diversified.
The ETNs are linked to the performance of the Barclays Inverse US Treasury Futures Aggregate Index™. The index employs a strategy that tracks the sum of the returns of periodically rebalanced short positions in equal face values of each of the 2-year, 5-year, 10-year, long-bond and ultra-long U.S. Treasury futures contracts (together, the “Treasury futures contracts”). At any given time, the index is composed of an equal synthetic short position in each Treasury futures contract that is either the Treasury futures contract closest to expiration or the next Treasury futures contract scheduled to expire immediately following the front contract.

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

The best choice is based on a combined analysis of lowest fees and highest similarity to the original fund.


FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

Yes, funds and ETFs charge fees

Deep within every fund you own lies a hidden fee called expense ratio. It takes away a set % of your savings each and every year. It can often be easily reduced by switching to similar investments with lower expense ratios.


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