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FundX Investment Trust - FundX Conservative ETF (RELAX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
35.70+0.29 (+0.82%)
At close: 07:46PM EDT

FundX Investment Trust - FundX Conservative ETF

2020 East Financial Way, Suite 100

FundX Investment Trust

(626) 914-7230
Management Information
,Lead Manager since June 30, 2002
McKeon is principal and portfolio manager with FundX Investment Group, LLC since 1990.
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

CategoryTactical Allocation
Fund FamilyFund X
Net Assets57.76M
YTD Return1.04%
Yield2.58%
Morningstar Rating★★★★
Inception DateJun 30, 2002

Fund Operations

Last Dividend0.92
Last Cap Gain5.00
Holdings Turnover144.00%
Average for CategoryN/A

Fees & Expenses

ExpenseRELAXCategory Average
Annual Report Expense Ratio (net)2.02%1.29%
Prospectus Net Expense Ratio2.02%N/A
Prospectus Gross Expense Ratio2.02%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.22%
Max Deferred Sales LoadN/A1.17%
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A