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Fund Information


Currency Trends Plus Fund

Investment Objective

The Direxion Currency Trends Strategy Plus Fund seeks investment results, before fees and expenses, of 150% of the calendar month performance of the Alpha Financial FX Trends Index ("FXTI"), while implementing a strategic overlay to maintain the Fund's exposure to the FXTI between 145% and 155%. The Fund is different and riskier than most mutual funds.

Principal Investment Strategy

The investment strategy of the Currency Trends Plus Fund includes:

  • A quantitative rules-based/trend following approach to currency investing
  • Providing exposure to 11 global currencies that can independently profit from a rise or fall in the US dollar
  • Monthly review of each currency's recent price trends to determine individual long or short positions for subsequent month
  • By leveraging the fund's portfolio to 150%, the fund's strategy seeks to increase the rate of return, while trying to keep the overall portfolio's risk characteristics


Share Class A Shares C Shares
Symbol DXFTX DXFCX
CUSIP 254939390 254939333

Some of the key risks associated with this fund are:

High Portfolio Turnover Risk – which can impact the expenses, tax consequences and fund performance for shareholders due to distributions of increased net short term capital gains.
Risk of Non-Diversification – A non-diversified fund invests a high percentage of its assets in a limited number of securities and therefore should be invested only as a part of a more complete investment strategy.
Risk of Tracking Error – The returns may not match the return of the index due to, among other factors, the incurred operating expenses, and not being fully invested at all times as a result of cash inflows and reserves to meet redemptions.



Why Invest in Currencies About the Index The Fund The Benefits


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