Yahoo! FinanceFinance Home - My Yahoo - Yahoo! - Help 

Wednesday, December 16, 2009, 3:58AM ET - U.S. Markets open in 5 hours and 32 minutes. Dow Down 0.47% Nasdaq  0.00%
FundX Conservative Upgrader (RELAX)On Dec 15: 29.86  Down 0.10 (0.33%)  
MORE ON RELAX
Quotes
Charts
News & Info
Fund
HereHoldings
Analyst


Holdings  As of 30-Sep-09Get Holdings for:
OVERALL PORTFOLIO COMPOSITION (%) 
Cash:11.08
Stocks:51.8
Bonds:34.04
Other:3.09
TOP 10 HOLDINGS ( 49.71% OF TOTAL ASSETS) 
CompanySymbol% AssetsYTD Return %
Oakmark International IN/A5.79N/A
ArielN/A5.76N/A
Dodge & Cox International StockN/A5.51N/A
iShares MSCI EAFE Value IndexN/A5.14N/A
BlackRock International Opp InstlN/A5.11N/A
Rydex S&P Equal WeightN/A5.05N/A
iShares Barclays 1-3 Year Treasury BondN/A4.69N/A
T. Rowe Price International StockN/A4.29N/A
AllianceBern Small-Mid Cap Value AdN/A4.19N/A
MainStay High Yield Corporate Bond IN/A4.18N/A
EQUITY HOLDINGS 
AveragesRELAXCategory Avg
Price/Earnings15.5414.69
Price/Book1.661.75
Price/Sales0.791.06
Price/Cashflow7.097.29
Median Market Cap13.21B21.54B
3 Year Earnings Growth6.54%8.89%
SECTOR WEIGHTINGS (%) 
Sector RELAXCategory Avg
Utilities
 
2.684.67
Business services
 
5.416.03
Financials
 
21.2316.38
Telecommunications
 
4.147.40
Media
 
7.152.52
Consumer goods
 
12.3814.51
Energy
 
7.019.32
Hardware
 
6.245.87
Health
 
9.4510.17
Software
 
2.822.97
Consumer services
 
9.026.17
Industrial materials
 
12.4713.98
BOND RATINGS (%) 
SectorRELAXCategory Avg
US GOVERNMENTN/AN/A
AAA57.9730.00
AA4.411.84
A6.348.36
BBB7.8214.93
BB8.6516.38
B8.2015.99
BELOW B5.5211.24
OTHER1.101.27
BOND HOLDINGS 
AveragesRELAXCategory Avg
Maturity 7.046.05
Duration 4.294.06
Credit Quality ABBB
PrecisionIR Presents:
Free Prospectus for RELAX

Add to My Portfolio Add to Portfolio    Set Alert Set Alert    Email to a Friend Email to a Friend
Get Holdings for Another Symbol: Symbol Lookup
Top Performers by StyleProspectus Finder