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Core Strategy Fund > The Direxion Wilshire Dynamic Fund
Feel confident investing in a traditional asset allocation fund that automatically adjusts to short-term trends.

Overview

With its comprehensive exposure to multiple asset classes, financial professionals can use the Wilshire Dynamic Fund as:

  • A core portfolio holding for those who employ "core + satellite" strategies;
  • The baseline allocation in a client's portfolio (while other more narrowly focused investments can be used to seek additional non-correlated returns);
  • A satellite fund to supplement advisors’ primary portfolios; or
  • A tracking portfolio for those advisors who wish to benchmark their own modeling and measure the value of the tactical overlay applied by Wilshire.

About Wilshire

Wilshire Associates is a leading global investment consulting and services firm with an expertise in both the creation of asset allocation models and their implementation. Wilshire was among the first to produce investment management tools for such diverse applications as creating index funds, optimizing portfolios, developing dedicated and immunized bond portfolios and measuring performance.

 

Overview The Principal
Investment Strategy		 What is Tactical
Investing?		 Benefits of
The Dynamic Fund		 Implementation
of the Fund

 

Wilshire Funds Management uses mathematical and statistical investment processes to allocate assets, select managers and construct portfolios and funds in ways that seek to outperform their specific benchmarks. Past performance is no guarantee of future results. Each model and asset class entails risk. There is no guarantee that these investment strategies will work under all market conditions and each investor should evaluate their ability to invest for the long term, especially during periods of downturn in the market. No representation is being made that any account, product, or strategy will or is likely to achieve profits, losses, or results similar to those shown. Wilshire is a registered service mark of Wilshire Associates Incorporated of Santa Monica, California. The model portfolios described in this paper are hypothetical in nature. The actual characteristics and performance of a port- folio based on these models will vary. All data used for explanatory purposes in this paper is as of December 31, 2007, except for the Bear Market Strategy, which uses January 31, 2008 data for comparative purposes.

An investor should consider the investment objectives, risks, charges, and expenses of the Direxion funds carefully before investing. The prospectus contains this and other information about Direxion funds. To obtain a prospectus, please contact Direxion Funds at 800.851.0511. The prospectus should be read carefully before investing. 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 lever- age will magnify gains or losses on those investments.



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