- 1 inverse mutual funds list
- 1.1 TD Ameritrade Premier List Powered by Morningstar Investment Management
- 1.2 News Announcements, Press, and Highlights
- 1.3 Connect E-newsletters and social media
- 1.4 Our Approach A Tradition of Innovation Continues
- 1.5 Over 11,000 Funds to Choose From
- 1.6 Stock, ETF and Mutual Fund Ratings | Commodity, Currency Research
- 1.7 List of Inverse (short) ETF Funds and Research Reports
- 1.8 Inverse (short) ETF and Mutual Fund Definition
inverse mutual funds list
TD Ameritrade Premier List Powered by Morningstar Investment Management
Available only from TD Ameritrade, the Premier List helps you identify top pick* mutual funds to help meet your investment objectives. Compiled quarterly by Morningstar Investment Management, the list focuses on no transaction fee funds and includes approximately three funds in over 45 categories. All of the funds are rigorously pre-screened and meet the strict criteria along multiple dimensions. The Premier List funds are all available through TD Ameritrade.
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The Premier List is dynamic and changes quarterly to reflect the latest fund developments. Beyond star ratings, Morningstar Investment Management uses a disciplined screening process to evaluate funds based on criteria such as performance, tax efficiency, expenses, and style consistency. Only those that meet rigorous qualifications remain on the list.
The Premier List is available to you immediately when you open a TD Ameritrade account.
Before investing in a mutual fund, carefully consider the investment objectives, risks, charges and expenses. For a prospectus containing this and other important information, contact a Client Services representative at 800-669-3900. Please read the prospectus carefully before investing.
Bonds with a credit rating below investment grade generally have higher coupon yields and additional risks. One risk is the higher possibility of default, where the company would not be able to continue to make interest payments or return an investor's principal (capital investment) when a bond matures. For More.
Bond funds give an investor the benefits of diversification and professional money management; but they differ from buying an individual bond. An individual bond has a maturity date and the holder (barring default of the issuer) would receive their investment capital back upon maturity. Bond funds do not have a maturity date. The portfolio manager of an actively managed bond fund would most likely sell a bond prior to this date to reinvest in other bonds or to raise cash to meet redemptions by fund shareholders. If an Advisor needs to raise an unusual amount of cash they may need to sell bonds before they want to and at prices lower then they wish. In this case the overall value of the fund share price (net asset value) would be lower and result in a possible capital loss upon shareholders' redemption. For More.
These funds invest in loans, where banks have lent money to a company and then the loan is traded between parties. The company taking out the loan pays the loan holder interest and at maturity (barring default) they receive back the principal amount of the loan. Companies that enter into these loans are charged higher rates of interest because they usually have a larger then average amount of debt (for their industry) which makes them a highly leveraged company with additional credit risk. The loan holder receives higher interest payments from the borrower company because of the added risk of that company not being able to meet future interest payments and or defaulting on the loan. The term "floating" is used because the rates of the loans held by the fund reset, usually every 30, 60 or 90 days, with rates related to a reference rate, such as the London Interbank Offered Rate (LIBOR). Where corporate bonds trade in an organized market, Floating Rate Loan trading is largely unregulated. An investor should consider the added credit, liquidity and valuation risk before making this type of investment. For More.
Some mutual funds may invest in structured securities that generate income. The fund's prospectus and Statement Additional Information would detail a fund's ability to invest in these securities. Generally, structured securities are considered unsecured debt where payments are generally linked to the value of other underlying assets or an index. Some allow for all or part of your investment to be guaranteed if held to maturity or if they are called (redeemed) by the issuer. However structured securities can have significant drawbacks which include credit risk, market risk, lack of liquidity and higher fees. For More.
Leveraged mutual funds seek to deliver multiples of the performance of a benchmark. Leveraged mutual funds entail unique risks, including but not limited to: use of leverage; aggressive and complex investment techniques; and use of derivatives. Leveraged mutual funds seek results over periods as short as a single day. Results of this strategy can be affected substantially by compounding. Returns over longer periods will likely differ in amount and even direction from the benchmark for the same period of time. For More.
What is a leveraged mutual fund?
As the name implies, these mutual funds seek to provide leveraged returns based on the performance of a particular benchmark. It's important to note that these funds seek to provide these leveraged returns on a daily basis. Due to the impact of what is known as daily compounding, investors should not expect the promised daily leverage of these returns to persist over periods longer than a day. This is especially true if the leveraged fund is tracking a very volatile underlying index. Leveraged funds seek daily returns that are generally 3x, 2x, or inverse leverage -2x, or -3x of the underlying index performance. Leveraged mutual funds generate their leverage through the use of derivative positions. Because derivatives are taxed differently from equity or fixed-income securities, investors should be aware that these funds may not be managed for tax efficiencies that investors may expect from some mutual fund products. For More.
What is an inverse mutual fund?
These funds are related to leveraged mutual funds in that they seek to provide an opposite or inverse return on a particular benchmark. Similar to leveraged mutual funds, this inverse return is provided on a daily basis, and investors should not expect the promised daily leverage of these returns to persist over periods longer than a day. Inverse mutual funds generate their returns through the use of derivative positions. Because derivatives are taxed differently from equity or fixed-income securities, investors should be aware that these funds may not be managed for tax efficiencies that investors may from some mutual fund products. For More.
Inverse and leveraged Funds are not suitable for all investors. They should only be utilized by investors who understand: the risks associated with the use of leverage, the consequences of seeking daily leveraged investment results, the risks of shorting, and intend to actively monitor and manage their investments.
They are now part of Direxion’s new Portfolio+ ETF family. Visit portfolioplusetfs.com to learn more.
Holiday Trading Schedule
Direxion will have an early cut off for shareholder activity and strike NAVs on its fixed income ETFs and mutual funds at 2:00pm EST on Thursday, March 29th. In addition, Direxion and will not accept any orders or calculate NAVs on Friday, March 30th in observance of Good Friday.
News Announcements, Press, and Highlights
Direxion Announces Reverse Splits of Five ETFs
Direxion Announces Reverse Splits of Two Mutual Funds
iBillionaire Equity ETF Closing
- The Xchange | For traders of leveraged and inverse ETFs
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Our Approach A Tradition of Innovation Continues
Direxion’s index-based products deliver directional options, magnified exposure, and long-term, rules-based strategies. Founded in 1997, the company has approximately $13.4 billion in assets under management as of December 31, 2017. Our diverse suite of products help investors navigate today’s ever-changing markets.
1 ©2017 Morningstar, Inc. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results. The Morningstar Rating TM for funds, or “star rating”, is calculated for managed with at least a three-year history. Exchange-traded funds and open-ended mutual funds are considered a single population for comparative purposes. It is calculated based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a managed product’s monthly excess performance, placing more emphasis on downward variations and rewarding consistent performance. The top 10% of products in each product category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars, and the bottom 10% receive 1 star. The Overall Morningstar Rating for a managed product is derived from a weighted average of the performance figures associated with its three-, five-, and 10-year (if applicable) Morningstar Rating metrics. The weights are: 100% three-year rating for 36-59 months of total returns, 60% five-year rating/40% three-year rating for 60-119 months of total returns, and 50% 10-year rating/30% five-year rating/20% three-year rating for 120 or more months of total returns. While the 10-year overall star rating formula seems to give the most weight to the 10-year period, the most recent three-year period actually has the greatest impact because it is included in all three rating periods. The Direxion NASDAQ-100 ® Equal Weighted Index Shares (QQQE) was rated against the following numbers of U.S. domiciled Large Growth funds over the following time periods: 1,259 funds in the last three years and 1,125 funds in the last five years. As of 9/30/2017, the fund received a 5-Star rating for the 5-year period and overall, and a 4-Star rating for the 3-year period. Past performance is no guarantee of future results.
An investor should consider the investment objectives, risks, charges, and expenses of Direxion Shares and Direxion Funds carefully before investing. The prospectus and summary prospectus contain this and other important information about Direxion Shares and Direxion Funds. Click here to obtain a prospectus or call (877) 437-9363. The prospectus or summary prospectus should be read carefully before investing.
Direxion Shares Risks – An investment in the ETFs involve risk, including the possible loss of principal. The ETFs are non-diversified and include risks associated with concentration that results from the Funds’ investments in a particular industry or sector which can increase volatility. The use of derivatives such as futures contracts, forward contracts, options and swaps are subject to market risks that may cause their price to fluctuate over time. The funds do not attempt to, and should not be expected to, provide returns which are a multiple of the return of the Index for periods other than a single day. For other risks including leverage, correlation, compounding, market volatility and specific risks regarding each sector, please read the prospectus.
Direxion Funds Risks – An investment in the Funds involve risk, including the possible loss of principal. The Funds are non-diversified and include risks associated with concentration risk which results from the Funds’ investments in a particular industry or sector and can increase volatility over time. Active and frequent trading associated with a regular rebalance of the fund can cause the price to fluctuate, therefore impacting its performance compared to other investment vehicles. For other risks including correlation, compounding, market volatility and specific risks regarding each sector, please read the prospectus.
Distributor for Direxion Shares: Foreside Fund Services, LLC.
Distributor for Direxion Funds: Rafferty Capital Markets LLC.
Over 11,000 Funds to Choose From
Mutual funds offer a great way to diversify your portfolio, diversify your holdings within a particular sector, and create a professionally managed, low maintenance portfolio with an affordable fee. At Firstrade, we have over 11,000 mutual funds that you can choose from for your account. No matter what sector, beta, or risk level you are looking for, you can find the best mutual fund fit.
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Enter the criteria for the mutual fund you are searching for and automatically search our available funds for a list of appropriate funds to consider. Search by minimum investment amounts, load types, risk categories, beta, and more.
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Set up a periodic investment program for your mutual funds and take advantage of dollar cost averaging. This reduces your need to watch the market and ensures that your portfolio is actively building.
Firstrade carries over 11,000 mutual funds, and the list is still growing.
Stock, ETF and Mutual Fund Ratings | Commodity, Currency Research
List of Inverse (short) ETF Funds and Research Reports
Home Dictionary Index List of Inverse (short) ETF Funds and Research Reports
Last Updated by WikiWealth
Inverse (short) ETF Fund and Research Reports
Inverse (short) ETF and Mutual Fund Definition
These types of funds perform inversely to the performance of the index they are meant to track. For example, if a target investment index (or benchmark) increases by 1%, then a fund that performs inversely to that index would decrease by 1%. Inverse funds work by short selling the intended index, by using derivatives such as futures contracts, and with other exotic financial instruments. The majority if inverse funds are ETF funds, so we'll listed this on the right side of the screen.
Inverse (short) funds are very useful for investors who can't or don't want to short individual stocks. Investors can purchase an inverse (short) fund and get the same advantages as shorting an individual stock. Additionally, Inverse (short) funds can act as a hedge in turbulent markets. An investor can buy their favorite companies and purchase an Inverse (short) fund. If the general stock market were to fall in price, the individual stocks would decrease in value while the Inverse (short) fund would increase in value, thus, creating a hedge. Inverse (short) ETF funds have the potential for unlimited losses, whereas, short selling non-Inverse (short) ETFs or stocks can subject the buyer to unlimited losses. An Inverse (short) ETF will only lose the total amount of the purchase price. Another advantage is investors can purchase Inverse (short) ETFs in their IRA accounts, where short selling is normally prohibited.
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The Best, Worst 'Inverse' Funds for Your Portfolio - TheStreet
Inverse funds are generally grouped together as contrarian funds. But, not all contrarian funds short the market. A group of funds that professes to be contrarian plays the long side of the market and did well over the last month.
Worriers Welcome. Direxion Inverse and Leveraged ETFs .
Direxion Inverse and Leveraged Inverse ETFs and Mutual Funds Worried about the big selloff? If you think the writing is on the wall, Direxion offers a range of inverse and leveraged inverse ETFs. So you can seek to profit from a downturn in equities or fixed income.
What Are the Risks and Benefits of Inverse Bond Funds?
Risks and Benefits of Inverse Bond Funds Share Flip Pin Email ••• Michael H/Getty Images By Thomas Kenny. Updated April 20, 2017 . Why You Shouldn't Buy Mutual Funds Before They Pay Distributions. How Bond Funds Are Taxed . Here's a Look at the Benefits and Risks of Bond Index Funds. The Pros and Cons of Short Term Bond Funds. Learn the .
What Are Inverse ETFs? - Fidelity
The leveraged, inverse, and commodity groups of exchange-traded funds have become very popular products for use in the statistical arbitrage and investing communities. The products are very attractive for short-term tactical strategies and for use as short-term hedges. According to a recent report .
RYURX, RYTPX, PSSAX: Mutual Funds to Short the S&P 500
The following are the four best mutual funds to consider for shorting the S&P 500. Rydex Inverse S&P 500 Strategy Investor Shares (RYURX) The Rydex Inverse S&P 500 Strategy Investor Shares ("RYURX") seeks to produce a 100% inverse performance to the S&P 500 on a daily basis. The $134.4 million fund has a 1.41% expense ratio and a minimum .
Warning: Leveraged and Inverse ETFs Kill Portfolios
It is the investor that held the leveraged or inverse fund for more than a single day that erred in practice. Buying the double-short fund would have produced the most negative of investing emotions: right thesis, wrong execution.
Top 67 Inverse Equity ETFs - ETFdb.com
Funds in this category often track indices, but can also build portfolios of specific equities without tracking an index. Click on the tabs below to see more information on Inverse Equity ETFs, including historical performance, dividends, holdings, expense ratios, technical indicators, analysts reports and more.
The 4 Best Fidelity Mutual Funds -- The Motley Fool
The 4 Best Fidelity Mutual Funds These four Fidelity mutual funds could be used as the building blocks of a diversified 401(k) or Individual Retirement Account. Jordan Wathen (TMFValueMagnet) Oct 3, 2016 at 9:03AM Check out our overview of investing in mutual funds. Fidelity is known for being the home of star manager Peter Lynch, who put up .
Best ETF Rankings - US News Money
Our Best Stocks rankings and research products provide helpful tools to compare individual companies to both the market and their peers. For fund investors, see our rankings of more than 4,500 mutual funds based on the opinion of trusted analysts, or use our Best Fit ETF ranking to find the right exchange-traded fund for any part of your portfolio.
3 Mutual Funds That Can Best Weather Economic Downturns
Discover three mutual funds that can protect investors in an economic downturn. Learn about a fund that can make you big profits when the market melts down.