Nasdaq - Delayed Quote USD

FundX Upgrader Fund (FUNDX)

45.91 -1.02 (-2.17%)
As of October 21 at 8:01 PM EDT. Market Open.

Fund Summary

The fund is a fund-of-funds and as such invests primarily in no-load and load-waived mutual funds, including ETFs. The Advisor actively manages the fund's portfolio using a proprietary investment strategy called Upgrading, which seeks to capture global market trends. The Advisor invests in the underlying funds that the fund's manager considers to be in sync with current market leadership.

FundX Upgrader Fund

2020 East Financial Way, Suite 100
(626) 914-7230

Fund Overview

Category Large Growth
Fund Family Fund X
Net Assets 140.6M
YTD Return -24.95%
Yield 0.00%
Morningstar Rating
Inception Date Nov 01, 2001

Fund Operations

Last Dividend 0.27
Last Cap Gain 32.00
Holdings Turnover 104.00%
Average for Category --

Fees & Expenses

Expense FUNDX Category Average
Annual Report Expense Ratio (net) 1.89% 0.99%
Prospectus Net Expense Ratio 1.89% --
Prospectus Gross Expense Ratio 1.89% --
Max 12b1 Fee -- --
Max Front End Sales Load -- 5.36%
Max Deferred Sales Load -- 1.33%
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

McKeon is principal and portfolio manager with FundX Investment Group, LLC since 1990.

Morningstar Style Box

Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund. MORNING_STAR_STYLE_BOX

Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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