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FundX Aggressive Upgrader (HOTFX)

46.36 -1.12 (-2.36%)
As of October 21 at 8:01 PM EDT. Market Open.
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DELL
  • Previous Close 47.48
  • YTD Return -21.79%
  • Expense Ratio 1.87%
  • Category Large Growth
  • Last Cap Gain 25.00
  • Morningstar Rating
  • Morningstar Risk Rating Below Average
  • Sustainability Rating
  • Net Assets 24.7M
  • Beta (5Y Monthly) 0.89
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 184.00%
  • Last Dividend 0.16
  • Inception Date Jul 1, 2002

The fund is a fund-of-funds and as such invests primarily in no-load and load-waived mutual funds, including ETFs. The underlying funds invest primarily in individual securities such as common stocks. The Advisor actively manages the fund's portfolio using a proprietary investment strategy called Upgrading, which seeks to capture global market trends.

Fund X

Fund Family

Large Growth

Fund Category

24.7M

Net Assets

2002-07-01

Inception Date

More about FundX Aggressive Upgrader

Performance Overview: HOTFX

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Trailing returns as of 10/14/2022. Category is Large Growth.

YTD Return

HOTFX
21.79%
Category
12.38%
 

1-Year Return

HOTFX
19.86%
Category
41.70%
 

3-Year Return

HOTFX
3.52%
Category
22.56%
 

5-Year Return

HOTFX
4.47%
Category
21.98%
 

Holdings: HOTFX

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Top 10 Holdings (79.11% of Total Assets)

SymbolCompany% Assets
VDE
Vanguard Energy Index Fund ETF Shares 11.81%
PEY
Invesco High Yield Equity Dividend Achievers ETF 8.91%
IGE
iShares North American Natural Resources ETF 8.04%
SDY
SPDR S&P Dividend ETF 7.55%
VDC
Vanguard Consumer Staples Index Fund ETF Shares 7.53%
XMLV
Invesco S&P MidCap Low Volatility ETF 7.50%
FDL
First Trust Morningstar Dividend Leaders Index Fund 7.46%
XLU
The Utilities Select Sector SPDR Fund 7.07%
CNRG
SPDR Kensho Clean Power ETF 6.72%
XBI
SPDR S&P Biotech ETF 6.50%

Sector Weightings

SectorHOTFX
Energy   24.42%
Consumer Defensive   17.13%
Utilities   15.32%
Healthcare   11.03%
Financial Services   7.66%
Industrials   6.74%
Technology   6.12%
Consumer Cyclical   3.46%
Basic Materials   3.22%
Real Estate   3.12%
Communication Services   1.77%
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Recent News: HOTFX

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Research Reports: HOTFX

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