Asset ManagerRIA · CRD 112526SEC-Registered

Updated:

Rafferty Asset Management

Non-Traditional ETFs for Decisive Investors. Direxion specializes in providing decisive investors with solutions that deliver the flexibility to position...

Rafferty Asset Management

Non-Traditional ETFs for Decisive Investors. Direxion specializes in providing decisive investors with solutions that deliver the flexibility to position portfolios opportunistically. Our Leveraged and Inverse ETFs provide opportunities for traders to: -Magnify short-term perspectives with daily 3x and 2x leverage -Utilize bull and bear funds for both sides of the trade -Trade through rapidly changing markets. Founded in 1997, Direxion has 4 offices in the U.S. and Hong Kong. Our role is to complement your core investment strategies, not to replace them. Our funds allow you to seek opportunities in all market conditions offering alternatives for your modern portfolio. An investor should consider the investment objectives, risks, charges, and expenses of the Direxion Funds and Direxion Shares carefully before investing. The prospectus and summary prospectus contain this and other information about Direxion Funds. To obtain a prospectus or summary prospectus, please contact Direxion at 800.851.0511. The prospectus or summary prospectus should be read carefully before investing. Leveraged and Inverse ETFs are riskier than other investments and seek daily goals and should not be expected to track the underlying index over periods longer than one day. They are not suitable for all investors and should be utilized only by investors who understand leverage risk and who actively manage their investments. ALPS Distributors, Inc.

General information

Firm type

Asset Manager

Frequently asked questions

What investment strategies does Rafferty Asset Management employ?

The firm uses quantitative, factor-based strategies across US equities, international equities, and taxable fixed income. Its mutual funds include US large-cap core, international equity, and bond funds, all following a bottom-up, systematic approach rooted in market-cap weighting and multi-factor screening.

Does Rafferty Asset Management make direct investments or co-investments?

No. The firm's known portfolio is limited to publicly traded securities held through long-only mutual funds and separate accounts. There is no public record of direct private equity, venture, or co-investment activity.

What is the firm's known posture on geographic exposure?

Rafferty Asset Management's geographic footprint is primarily US-centric, with some allocation to developed international markets. The firm's mutual fund lineup includes a global equity fund that invests in non-US developed markets, but emerging markets are not a focus based on the firm's filings.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

Need institutional-grade insight on registered investment advisers?

Altss delivers:

Principals with verified direct contactsAllocation history by asset classOSINT-derived deal signals
Book a demo

Prefer a guided tour?

We’ll walk you through:

Interactive funding timelinesCustom mandate & allocation filters
Book a demo

Browse by category

More Asset Manager profiles