Unlock stock picks and a broker-level newsfeed that powers Wall Street.

Nasdaq - Delayed Quote USD

FundX Investment Trust - FundX Conservative ETF (RELAX)

35.70
+0.29
+(0.82%)
At close: January 29 at 6:46:25 PM EST
Advanced Chart
Loading Chart for RELAX
  • Previous Close 35.41
  • YTD Return 1.04%
  • Expense Ratio 2.02%
  • Category Tactical Allocation
  • Last Cap Gain 5.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 57.76M
  • Beta (5Y Monthly) 0.68
  • Yield 2.58%
  • 5y Average Return --
  • Holdings Turnover 144.00%
  • Last Dividend 0.92
  • 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 ("underlying funds"). The underlying funds invest primarily in individual securities such as common stocks and corporate or government bonds. 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

Tactical Allocation

Fund Category

57.76M

Net Assets

2002-07-01

Inception Date

More about FundX Investment Trust - FundX Conservative ETF

Performance Overview: RELAX

View More

Trailing returns as of 10/6/2023. Category is Tactical Allocation.

YTD Return

RELAX
1.04%
Category
9.69%
 

1-Year Return

RELAX
3.03%
Category
27.45%
 

3-Year Return

RELAX
1.87%
Category
8.85%
 

5-Year Return

RELAX
3.28%
Category
8.56%
 

Holdings: RELAX

View More

Sector Weightings

SectorRELAX
Technology   34.90%
Consumer Cyclical   13.56%
Communication Services   12.59%
Healthcare   11.40%
Financial Services   10.31%
Industrials   5.67%
Consumer Defensive   4.36%
Basic Materials   2.52%
Energy   2.52%
Real Estate   1.29%
Utilities   0.88%
View More

Recent News: RELAX

View More
View More

Research Reports: RELAX

View More
View More

Top Mutual Funds

BIPIX ProFunds Biotechnology UltraSector Fund
38.12
+2.09%
 
BIPSX ProFunds Biotechnology UltraSector Fund
19.83
+2.06%
 
LSHCX Kinetics Spin-Off and Corp Rest Adv C
33.43
+1.18%
 
LSHAX Kinetics Spin-Off and Corp Rest Adv A
37.27
+1.17%
 
SLRYX SEI Large Cap Growth Y (SIMT)
40.09
0.00%
 
LSHUX Kinetics Spin-Off and Corp Rest Instl
37.57
+1.16%
 
LSHEX Kinetics Spin-Off and Corp Rest No Load
39.39
+1.16%
 
SELCX SEI Large Cap Growth F (SIMT)
39.63
0.00%
 
SPGIX SEI Large Cap Growth I (SIMT)
37.06
0.00%
 
GIOTX GMO Intl Developed Equity Allc III
19.67
+1.08%
 
BISMX Brandes International Small Cap Equity Fund
21.56
+1.08%
 
CIVIX Causeway International Value Instl
20.70
+1.07%
 
BISRX Brandes International Small Cap Equity Fund
21.71
+1.07%
 
BISAX Brandes International Small Cap Equity Fund
21.39
+1.04%
 
BINCX Brandes International Small Cap Equity Fund
20.43
+1.04%
 
CIVVX Causeway International Value Inv
20.51
+1.03%
 
GMOIX GMO International Equity Fund
28.48
+1.03%
 
SAISX SA International Small Company
21.93
+1.01%
 
HJSIX Hennessy Japan Small Cap Institutional
18.18
+1.00%
 
NGRRX Nuveen International Value I
31.33
+1.00%
 
HNINX Harbor International Retirement
48.59
+1.00%
 
GMCFX GMO International Equity Fund
28.43
+0.99%
 
ENPIX ProFunds UltraSector Energy Fund
36.89
+0.99%
 
HJPSX Hennessy Japan Small Cap Investor
18.46
+0.98%
 
FSPCX Fidelity Select Insurance Port
91.46
+0.98%
 
ENPSX ProFunds UltraSector Energy Fund
31.22
+0.97%
 
FEURX First Eagle Gold R6
37.13
+0.95%
 
QICLX AQR International Multi-Style I
15.01
+0.94%
 
TBWAX Thornburg Investment Trust - Thornburg Better World International Fund
19.31
+0.94%
 
INIIX VanEck International Investors Gold I
21.73
+0.93%
 
HIMDX Hennessy Cornerstone Mid Cap 30 Instl
20.77
+0.92%
 
HFMDX Hennessy Cornerstone Mid Cap 30 Inv
19.69
+0.92%
 
INIVX VanEck International Investors Gold A
15.32
+0.92%
 
TBWIX Thornburg Investment Trust - Thornburg Better World International Fund
19.90
+0.91%
 
CIOVX Causeway International Opps Inv
16.73
+0.90%
 
WWNPX Kinetics Paradigm No Load
154.87
+0.90%
 
KNPYX Kinetics Paradigm Instl
157.16
+0.90%
 
CIOIX Causeway International Opps Inst
16.88
+0.90%
 
KNPAX Kinetics Paradigm Adv A
146.80
+0.89%
 
INIYX VanEck International Investors Gold Y
15.90
+0.89%
 
KNPCX Kinetics Paradigm Adv C
130.17
+0.88%
 
PWGAX PACE International Equity A
18.33
+0.88%
 
KSCYX Kinetics Small Cap Opportunities Inst
194.00
+0.87%
 
URITX Victory International Fund
29.07
+0.87%
 
AGCVX American Century Global Small Cap Inv
17.45
+0.87%
 
KSOAX Kinetics Small Cap Opportunities Adv A
180.88
+0.86%
 
KSCOX Kinetics Small Cap Opportunities No Load
189.05
+0.86%
 
VGSCX Virtus Duff & Phelps Glb Rl Estt Secs C
32.69
+0.86%
 
TGIRX Thornburg International Equity R6
29.22
+0.86%
 
KSOCX Kinetics Small Cap Opportunities Adv C
168.94
+0.86%
 
TIVRX Thornburg International Equity R5
29.36
+0.86%
 
AGCSX American Century Global Small Cap I
17.71
+0.85%
 
THGCX Thornburg International Equity C
23.84
+0.85%
 
UIIFX Victory International Fund
28.61
+0.85%
 
AGCTX American Century Global Small Cap R6
17.90
+0.85%
 
VGSAX Virtus Duff & Phelps Glb Rl Estt Secs A
34.78
+0.84%
 
VRGEX Virtus Duff & Phelps Glb Rl Estt Secs R6
33.62
+0.84%
 
VGISX Virtus Duff & Phelps Glb Rl Estt Secs I
33.70
+0.84%
 
FIUIX Fidelity Telecom and Utilities
33.81
+0.84%
 
PCIEX PACE International Equity P
18.13
+0.83%
 
TGVRX Thornburg International Equity R3
28.06
+0.83%
 
VIHAX Vanguard Intl Hi Div Yld Adm
36.62
+0.83%
 
TRTIX T. Rowe Price International Value Eq I
19.55
+0.83%
 
BTMKX iShares MSCI EAFE Intl Idx K
17.11
+0.82%
 
TGVAX Thornburg International Equity A
28.11
+0.82%
 
TGVIX Thornburg International Equity I
29.39
+0.82%
 
RRIGX T. Rowe Price International Value Eq R
19.61
+0.82%
 
TROZX T. Rowe Price International Value Eq Z
19.63
+0.82%
 
TRIGX T. Rowe Price International Value Eq
19.74
+0.82%
 
SIIEX Touchstone International Value Y
16.13
+0.81%
 
BIEAX Brandes International Equity Fund
23.64
+0.81%
 
PAIGX T. Rowe Price International Value Eq Adv
20.02
+0.81%
 
RMLPX Recurrent MLP & Infrastructure Class I
23.81
+0.80%
 
PIEQX T. Rowe Price International Eq Index
17.56
+0.80%
 
NQVRX Nuveen Multi Cap Value I
52.80
+0.80%
 
BIIEX Brandes International Equity Fund
23.90
+0.80%
 
THVRX Thornburg International Equity R4
27.77
+0.80%
 
BIERX Brandes International Equity Fund
24.12
+0.79%
 
NQVCX Nuveen Multi Cap Value C
48.31
+0.79%
 
NQVAX Nuveen Multi Cap Value A
52.19
+0.79%
 
BIECX Brandes International Equity Fund
23.14
+0.78%
 
NSMCX Nuveen Small/Mid Cap Value Fund
23.14
+0.78%
 
VLPAX Virtus Duff & Phelps Sel MLP & Engy A
16.72
+0.78%
 
GURAX NAA Risk Managed Real Estate A
31.15
+0.78%
 
CSRIX Cohen & Steers Instl Realty Shares
48.07
+0.78%
 
PHRIX Virtus Duff & Phelps Real Estate Secs I
18.22
+0.77%
 
HGASX Hennessy Gas Utility Institutional
28.72
+0.77%
 
PHRAX Virtus Duff & Phelps Real Estate Secs A
18.31
+0.77%
 
IHOVX Hartford International Opportunities R6
20.94
+0.77%
 
VRREX Virtus Duff & Phelps Real Estate Secs R6
18.33
+0.77%
 
MAIIX iShares MSCI EAFE International Index Fund
17.08
+0.77%
 
CSJCX Cohen & Steers Realty Shares C
65.71
+0.77%
 
BRIFX Baron Real Estate Income Retail
15.80
+0.77%
 
NSMRX Nuveen Small/Mid Cap Value Fund
30.30
+0.76%
 
GURIX NAA Risk Managed Rl Estt Inst
31.63
+0.76%
 
CSJIX Cohen & Steers Realty Shares I
65.97
+0.76%
 
CSRSX Cohen & Steers Realty Shares L
65.99
+0.76%
 
CSJAX Cohen & Steers Realty Shares A
66.02
+0.76%
 
CSJZX Cohen & Steers Realty Shares Z
66.14
+0.76%
 
CSJRX Cohen & Steers Realty Shares R
66.17
+0.76%