| Scorecard |
|---|
|
2 / 5 Stars
|
|
Lipper
2
1
5
1
2
|
|
Zacks Investment Research
4
(Sell)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
D+
(Sell)
|
#39 in Multisector Bond
U.S. News evaluated 81 Multisector Bond Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
Performance
The fund has returned 8.29 percent over the past year, 4.75 percent over the past three years, and 4.98 percent over the past five years.
| Trailing Returns | Updated 05.31.2013 |
|---|---|
| Year to date | 2.7% |
| 1 Year | 8.3% |
| 3 Years (Annualized) | 4.8% |
| 5 Years (Annualized) | 5.0% |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks long-term capital appreciation with lower volatility than the overall market. The fund invests in a broad range of U.S. and foreign equity and fixed income securities. It invests in equity securities of domestic and foreign issuers, directly and indirectly through sponsored or unsponsored American Depository Receipts ("ADRs"), exchanged-traded funds ("ETFs") and other investment companies. The fund may invest in fixed-income securities with varying maturities (e.g., long-, intermediate- or short-term) and credit qualities (e.g., investment grade or non-investment grade). It is non-diversified.
Fees
Fees are High compared to funds in the same category.
Direxion HCM Freedom Fund has an expense ratio of 2.35 percent.
Risk
Risk is Below Average compared to funds in the same category according to Morningstar.
