Educational Literature Center
Here you will find educational materials that aim to streamline and simplify leveraged index mutual funds, helping you to effectively deploy them in support of your portfolio strategies.
This page contains in depth information on the nature of leveraged index funds and related topics. These literature pieces should provide you with a good understanding of industry concepts and how leveraged index funds may perform.
Education and Innovation in the Leveraged Index Market >
A Discussion Paper from Direxion Funds
Using leveraged index products to manage their risk/return profile more efficiently and at the same time reduce volatility, advisors should recognize that leveraged index funds can be used as a component of, and an enhancement to, sophisticated investment strategies.
An Overview of Leveraged Index Funds >
An Overview of Leveraged Index Funds provides a framework to better understand the three fundamental attributes of leveraged index mutual funds: magnification, liquidity and direction. read more >
Understanding Expected Performance of Leveraged Index Funds >
Understanding Expected Performance of Leveraged Index Funds provides a framework for advisors and investors to grasp more clearly the expected performance of leveraged index funds. We focus on two fundamental aspects of seeking leveraged returns: (A) potential for greater gains and losses relative to benchmark performance and (B) the financing implications associated with seeking these returns. read more >
Understanding the Impact of Changing Market Exposure on Leveraged Index Funds >
Leverage index fund performance can be significantly affected both positively and negatively by fluctuating market exposure. This piece provides a clear understanding of how market exposure can affect performance of these investments over time.
The US Dollar's Impact on Your Portfolio & Purchasing Power >
A declining dollar can affect clients' standard of living in more ways than one. As investors, it can dampen the gains they may earn on domestic securities and, as consumers, it can weaken their overall purchasing power. This paper discusses strategies that mitigate currency volatility risk.
Volatility & Its Impact on Your Portfolio >
Volatility can affect an investor's portfolio both directly and indirectly. This paper examines the basics of volatility and the consequences it can have on one's investment management process, including its ability to erode returns and create emotional disarray.
Correlation Analysis: A key practice in achieving portfolio diversification >
This paper examines the basics of correlation, it's role in diversification and the importance of it's continuous monitoring to ensure proper portfolio diversification.
For additional information about how you can use leveraged index funds in your portfolio, please contact us at info@direxionfunds.com.
An investor should consider the investment objectives, risks, charges, and expenses of any of the Direxion Funds before investing. There is no guarantee that any Direxion Fund will achieve its investment objective. Investors should review the prospectus for more information about investing in Direxion Funds. To obtain a prospectus, please contact the Direxion Funds at 800.851.0511.
Investing in index funds may be more volatile than investing in broadly diversified funds. The use of leverage by a mutual fund increases the risk to the fund. The more a fund invests in leveraged instruments the more the leverage will magnify gains or losses on those investments.