Direxion U.S. 500 Plus ETF

The Direxion U.S. 500 Plus ETF (SPXP) seeks to deliver investment results that track the Auspice U.S. Equity Plus Trend Index (before fees and expenses). This index blends traditional U.S. large-cap equity exposure with a managed futures trend-following overlay designed to provide an additional, and historically less correlated, source of potential return.

The Fund combines Auspice’s indexing expertise with Direxion’s core competency of making sophisticated strategies efficient and accessible.

SPXP combines 100% exposure to U.S. large cap equities through the S&P 500 with an additional 100% exposure to a diversifying managed futures overlay giving the investor $2 of exposure for $1 of investor capital.

By replacing traditional U.S. Large Cap exposure with SPXP, investors can maintain 100% of existing exposure to the S&P 500 — plus gain an additional equal amount of exposure to Managed Futures without any additional capital required.

• Dual Exposure in One ETF: SPXP is designed to deliver both large-cap U.S. equity exposure and a managed-futures component in one liquid, transparent structure.
• Rebalanced Monthly: Holdings are systematically rebalanced within the benchmark index each month to maintain targeted exposure levels.
• Tax and Capital Efficient: 1099 Tax Reporting: No K1’s

Two return drivers in one ticker: SPXP tracks an index holding 100% long exposure to E-mini S&P 500 futures plus 100% long exposure to a managed futures trend strategy. Equity exposure stays fully intact, with the trend component stacked on top rather than funded by giving up participation.

Directional trend components: Managed futures take long and short positions across commodities, currencies, and interest rates. The ability to go short is what separates this from a traditional diversifier, though correlation to equities shifts over time.

Systematic, with no discretionary calls: The index follows a published, rules-based methodology and resets exposure monthly. No one is deciding where markets head next, which makes the process easy to understand.

All data as of [AS-OF-DATE] and is subject to change at any time and are not recommendations to buy or sell any security.  Individual components may vary based on risk levels.