PPSC

PortfolioPlus S&P Small Cap ETF
*Unless otherwise stated, data provided by FactSet.

PPSC Fund Description

PPSC provides 1.25x daily leveraged exposure to the S&P Small Cap 600 Index.

PPSC Factset Analytics Insight

PPSC gives investors a more conservative option to leverage their exposure to US small-cap stocks without having to double or triple their leverage. The fund is part of a suite of ETFs from Direxion Funds, aimed at providing 1.25x exposure to their respective benchmark indexes. PPSC aims for 125% of the S&P 600 Index, rebalanced daily. While investors may look at PPSC as simply a high-beta play on the S&P 600, remember that the fund rebalances its exposure daily, meaning that over longer holding periods, it may deviate from expected returns due to compounding effects. The low expense ratio places PPSC as one of the cheapest leveraged ETFs. Trade PPSC carefully placed limit orders.Prior to December 1, 2017 the underlying index for the fund was the Russell 2000.

PPSC MSCI ESG Analytics Insight

PortfolioPlus S&P Small Cap ETF has an MSCI ESG Fund Rating of BB based on a score of 3.60 out of 10. The MSCI ESG Fund Rating measures the resiliency of portfolios to long-term risks and opportunities arising from environmental, social, and governance factors. ESG Fund Ratings range from best (AAA) to worst (CCC). Highly rated funds consist of companies that tend to show strong and/or improving management of financially relevant environmental, social and governance issues. These companies may be more resilient to disruptions arising from ESG events.

The fund’s Peer Rank reflects the ranking of a fund’s MSCI ESG Fund Quality Score against the scores of other funds within the same peer group, as defined by the Thomson Reuters Lipper Global Classification. PortfolioPlus S&P Small Cap ETF ranks in the 10th percentile within its peer group and in the 2nd percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.

PPSC Charts And Performance

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PERFORMANCE [as of 08/13/20] 1 MONTH 3 MONTHS YTD 1 YEAR 3 YEARS 5 YEARS 10 YEARS
PPSC 18.23% 43.35% -16.24% -4.52% 3.08% 5.48% --
PPSC (NAV) 18.52% 43.29% -16.20% -4.68% 3.05% 5.63% --
S&P Small Cap 600 -- -- -- -- -- -- --
N/A -- -- -- -- -- -- --
All returns over 1 year are annualized. All returns are total returns unless otherwise stated.

PPSC Summary Data

Direxion
Portfolio+
01/07/15
Open-Ended Fund
0.42%
$6.53M
0.57%

PPSC Portfolio Data

1.22%
09/22/20

PPSC Index Data

S&P Small Cap 600
Market Cap
Market Cap
N/A

PPSC Fund Structure

Yes
Yes
No Policy
N/A
N/A
High
1.25
Daily

PPSC Tax Exposures

20.00% / 39.60%
--
No
Cboe Book Viewer
Top Of Book
Last 10 Trades
Bats BZX Real-time Quote -

PPSC Factset Analytics Block Liquidity

As of 08/14/20
5
4
3
2
1

This measurement shows how easy it is to trade a $1 million USD block of PPSC. PPSC is rated a N/A out of 5.

PPSC Tradability

792
$19.56K
203
0
0.57%
$0.17
-0.04%
0.71% / -8.96%
None
0.00%
50,000
0.00
0.02%
--
0
$32.39
N/A

PPSC MSCI ESG Ratings

3.60 / 10
2.26
9.66
3.93%
6.32%
113.99