The Impact of Changing Market Exposure on Monthly Leveraged Index-Based Fund Performance

Leveraged Indexed Funds Know How

The Direxion 2x Monthly Leveraged Mutual Funds provide 200% (or 200% of the inverse) exposure to their benchmarks and the ability for investors to navigate changing markets with flexibility. Although Direxion Leveraged Mutual Funds are somewhat similar to non-leveraged mutual funds, there are key differences that are important for investors to understand. The following 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.

Know When to Hold ‘Em; Know When to Fold ‘Em

The aggregate return of an investment over a particular holding period depends in part, on whether or not an investor decides to expose investment gains earned earlier in the holding period to investment performance later in the period.

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