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Direxion/Wilshire Dynamic Inv (DXDWX)

On Feb 9: 41.17 USD  Up 0.32 (0.78%)  
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DIREXION/WILSHIRE DYNAMIC FUND Delayed quote dataEdit
Net Asset Value: 41.17
Trade Time: Feb 9
Change: Up 0.32 (0.78%)
Prev Close: 41.17
YTD Return*: -1.81%
Net Assets*: 14.09M
Yield*: N/A
* As of 31-Jan-10
Direxion/Wilshire Dynamic Inv (DXDWX)
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HEADLINES
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31-Jan-10
FUND BASICS
Morningstar Overall Rating: N/A
Total Assets: 14.09M
Category: Moderate Allocation
Total Expense Ratio: 1.55%
Fund Profile - Holdings


31-Jan-10
PERFORMANCE & RISK
YTD Return: -1.81%
5y Avg Return: N/A
Rank in Category (ytd): 635
% Rank in Category (ytd): 50.96%
Beta (3y):
Morningstar Risk Rating:
Performance Details - Risk Details

FUND SUMMARY
The investment seeks capital appreciation. The fund normally combines a traditional asset allocation model pursuant to which approximately 60% of assets are invested in equity securities and 40% are invested in fixed-income securities, with a tactical overlay to increase or decrease the fund?s risk exposure by up to 30% based on the Subadviser?s outlook for the market. It may rebalance the portfolio and/or employ leverage in its tactical allocations by using financial instruments to maximize the risk-adjusted return. There is no limit on the amount of the fund?s assets that may be invested in Financial Instruments. The fund is nondiversified.
Fund Profile


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