FundX Upgrader Fund

FundX Upgrader Fund is a registered fund series of FundX Investment Trust (series S000045556). Net assets $140.6M as of 2022-09-30.

Profile

Advisers

Top holdings (13 reported)

HoldingTickerValue% of fund
Invesco Exchange-Traded Fund T—$18.0M1281.58%
Invesco S&P 500 Low Volatility—$16.8M1192.82%
iShares Select Dividend ETF—$16.2M1149.24%
Invesco S&P 500 Pure Growth ET—$14.7M1043.61%
Pacer US Cash Cows 100 ETF—$14.6M1035.73%
SPDR Portfolio S&P 500 Growth—$14.5M1029.81%
SPDR S&P Dividend ETF—$11.5M816.84%
WisdomTree US LargeCap Dividen—$11.0M780.18%
Schwab U.S. Large-Cap Growth E—$7.8M555.73%
JPMorgan Diversified Return US—$6.5M465.21%
Vanguard Mega Cap Growth ETF—$5.9M421.48%
Xtrackers MSCI EAFE Hedged EquDBEF$2.0M145.26%
Fidelity Government Portfolio—$619K44.04%

Net asset history

Report dateNet assets
2022-09-30$140.6M
2022-06-30$154.9M
2022-03-31$205.8M
2021-12-31$233.0M
2021-09-30$232.3M
2021-06-30$244.0M
2021-03-31$233.3M
2020-12-31$233.4M

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