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.

Understanding Direxion Fund's Monthly Leveraged Index Funds >

Direxion Funds 2x Monthly Leveraged Index are mutual funds that provide 200% (or 200% of the inverse) exposure to their benchmarks and the ability for investors to navigate changing markets with flexibility. This information is designed to provide you with details concerning the composition of these funds, their monthly rebalancing feature, and the potential risks associated with them.

Managing Intra-Month Purchases of Monthly Leveraged Index Funds >

This piece is designed to provided details on how to manage intra-monthly purchases of these funds, how to understand the changes in exposure that invariably occur each day of the month, and the tools that Direxion Funds offers to help investors understand current exposure level - so they can make educated decisions about any Leveraged Index Fund Purchase they may be considering.

The Impact of Changing Market Exposure on Leveraged Index Fund Performance >

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.

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.