FUNDX - FundX Upgrader

Nasdaq - Nasdaq Delayed Price. Currency in USD

FundX Upgrader

FundX Investment Trust2020 East Financial Way, Suite 100
866-455-3863
Management Information
Janet Brown,Lead Manager since October 31, 2001
Brown is a president and portfolio manager with DAL Investment Company, her employer since 1978.
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.
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.

Fund Overview

CategoryAllocation--85%+ Equity
Fund FamilyFund X
Net Assets238.86M
YTD Return7.60%
Yield0.42%
Morningstar Rating★★
Inception DateOct 31, 2001

Fund Operations

Last Dividend0.26
Last Cap Gain0.00
Holdings Turnover172.00%
Average for CategoryN/A

Fees & Expenses

ExpenseFUNDXCategory Average
Annual Report Expense Ratio (net)1.28%0.78%
Prospectus Net Expense Ratio1.92%N/A
Prospectus Gross Expense Ratio1.92%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.08%
Max Deferred Sales LoadN/A2.06%
3 Yr Expense Projection603N/A
5 Yr Expense Projection1,037N/A
10 Yr Expense Projection2,243N/A