FundX Aggressive Upgrader (HOTFX)
52.51 0.54(1.04%) Dec 20
* As of 30-Nov-13
Quotes delayed, except where indicated otherwise. Currency in USD.
- No Headlines available for HOTFX at this time.
|Symbol||% Assets||YTD Return %|
|Fidelity Leveraged Company Stock||5.74||N/A|
|Financial Select Sector SPDR||5.60||N/A|
|PRIMECAP Odyssey Aggressive Growth||5.59||N/A|
|Baron Partners Instl||5.57||N/A|
|Morningstar Overall Rating:|
|Annual Report Expense Ratio (net):||1.36%|
Performance & Risk
|5y Avg Return:||14.22%|
|Rank in Category (ytd):||82|
|% Rank in Category (ytd):||4.79%|
|Morningstar Risk Rating:||3|
The investment seeks to maximize capital appreciation over the long term without regard to income.
The fund is a fund-of-funds and as such seeks to achieve its investment objective by investing primarily in no-load and load-waived mutual funds, including exchange-traded funds ("underlying funds"). In addition, it may invest up to 50% of its net assets in underlying funds that focus their investment in equity securities of companies located in emerging markets. View More