Nasdaq - Delayed Quote USD
FundX Investment Trust - FundX Conservative ETF (RELAX)
35.70
+0.29
+(0.82%)
As of January 29 at 6:46:25 PM EST. Market Open.
Investment Information
- Min Initial Investment
- 1,000
- Min Initial Investment, IRA
- 10
- Min Initial Investment, AIP
- 5
- Min Subsequent Investment
- 500
- Min Subsequent Investment, IRA
- 1
- Min Subsequent Investment, AIP
- 1
Broker Availability
- Cetera Advisors LLC
- Cetera Advisor Networks LLC
- E TRADE Financial
- Mid Atlantic Capital Corp
- Morgan Stanley - Brokerage Accounts
- Pershing FundCenter
- Schwab Institutional
- Shareholders Services Group
- JPMorgan
- Vanguard
- T. Rowe Price
- TD Ameritrade Trust Company
- (Junk)CommonWealth PPS
- LPL SAM Eligible - June 2022
- Fidelity Retail FundsNetwork
- Fidelity Retail FundsNetwork-NTF
- Fidelity Institutional FundsNetwork
- Fidelity Institutional FundsNetwork-NTF
- DATALynx
- DATALynx NTF
- Dreyfus NTF
- Ameriprise Brokerage
- Federated TrustConnect
- Cetera Advisors LLC- PAM, PRIME, Premier
- Cetera Advisor Networks LLC- PAM, PRIME, Premier
- CommonWealth NTF
- Vanguard NTF
- ETrade No Load Fee
- SunGard Transaction Network
- Bear Stearns No-Load Transaction Fee
- Commonwealth Universe
- Robert W. Baird & Co.
- DATALynx IMS
- JPMorgan INVEST
- RBC Wealth Management-Network Eligible
- DailyAccess Corporation RTC
- DailyAccess Corporation FRIAG
- Sterne, Agee & Leach, Inc.,
- ING Financial Ptnrs PAM and PRIME Approv
- Ameritas NTFN
- Ameritas NTF P
- Firstrade
- Scottrade NTF
- Morgan Stanley Consulting Group Advisor
- Matrix Financial Solutions
- Trade PMR Transaction Fee
- TD Ameritrade Retail
- TD Ameritrade Institutional
- ING Financial Advisers - SAS Funds
- Mid Atlantic Capital Group
- Securities America Advisors
- Bear Stearns
- Protected Investors of America NTF
- JP MORGAN NO-LOAD NTF
- JP MORGAN NTF
- JP MORGAN NO-LOAD TRANSACTION FEE
- TD Ameritrade Retail NTF
- TD Ameritrade Institutional NTF
- MSWM Brokerage
- DailyAccess Corporation Mid-Atlantic
- Investacorp NTF
- ING Financial Partners Inc.
- Securities America Inc.
- Morgan Stanley Portfolio Management
- JP Morgan No Load
- DailyAccess Corporation Matrix
- DailyAccess Corporation MATC
- Cetera Financial Specialists LLC- Premier
- LPL SWM - 10.25.2021
- Schwab All (Retail, Instl, Retirement)
- Schwab OneSource & NTF (No Load & No Transaction Fee)
- Pershing Retirement Plan Network
- Kestra Financial
- Commonwealth (PPS Access Program)
- Commonwealth (NTF - PPS/Advisory)
- Commonwealth (PPS/Advisory)
- LPL Brokerage Availability - 10.29.2021
- Allowab (non-advisory)
- Mid Atlantic Clearing and Settlement
Fund Summary
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 Overview
| Category | Tactical Allocation |
| Fund Family | Fund X |
| Net Assets | 57.76M |
| YTD Return | 1.04% |
| Yield | 2.58% |
| Morningstar Rating | |
| Inception Date | Jul 01, 2002 |
Performance & Risk
| YTD Return | 1.04% |
| 5y Average Return | 3.28% |
| Rank in Category (ytd) | 65 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.68 |
| Morningstar Risk Rating |
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