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FundX Upgrader Fund (FUNDX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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46.56-0.92 (-1.94%)
At close: 08:01PM EDT

FundX Upgrader Fund

FundX Investment Trust

2020 East Financial Way, Suite 100

Management Information
Martin DeVault,Lead Manager since October 31, 2001
Martin DeVault is Principal and Portfolio Manager with FundX Investment Group, LLC since 1992.
Morningstar Style Box
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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

CategoryLarge Growth
Fund FamilyFund X
Net Assets233.04M
YTD Return-8.47%
Morningstar Rating
Inception DateOct 31, 2001

Fund Operations

Last Dividend0.00
Last Cap Gain0.00
Holdings Turnover175.00%
Average for CategoryN/A

Fees & Expenses

ExpenseFUNDXCategory Average
Annual Report Expense Ratio (net)2.01%0.99%
Prospectus Net Expense Ratio2.01%N/A
Prospectus Gross Expense Ratio2.01%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.36%
Max Deferred Sales LoadN/A1.33%
3 Yr Expense Projection630N/A
5 Yr Expense Projection1,083N/A
10 Yr Expense Projection2,338N/A