FundX Tactical Upgrader
c/o U.S. Bancorp Fund Services, LLC P.O. Box 701 Milwaukee, WI 53201-0701
Map
Phone: 866-455-3863
| Category: | World Stock | | Fund Family: | Fund X | | Net Assets: | 75.73M | | Year-to-Date Return: | 2.68% | | Yield: | 0.55% | | Morningstar Rating: | N/A | | Fund Inception Date: | 29-Feb-08 |
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Bernard W. Burke
Lead Manager since
29-Feb-08 | | | Burke is a portfolio manager and chief compliance officer of DAL Investment Company, LLC., his employer since 1991. |
| Min Initial Investment: | $2,500 | | Min Initial Investment, IRA: | $1,000 | | Min Initial Investment, AIP: | $500 | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | $100 | | Min Subsequent Investment, AIP: | $100 |
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| The investment seeks to long-term capital appreciation; capital preservation is a secondary consideration. The fund invests in no-load and load waived mutual funds as well as exchange-traded funds. The advisor uses an upgrading investment strategy to manage the fund and to select the upgrading underlying funds. |
| Last Dividend
(2-Jan-09):
| 0.09 | | Last Cap Gain
| YFT_NOT_APPLICABLE_ABBREVIATION | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 91.16% |
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| Expense | TACTX | Category
Avg | | Total Expense Ratio: | %
| 1.50% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.33% | | Max Deferred Sales Load: | %
| 2.55% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $722 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,127 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $2,262 |
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