# 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

- Series ID: S000045556
- Registrant: FundX Investment Trust
- LEI: 549300B2WV5Q9UTSKW88
- Net assets: $140.6M
- Total assets: $140.8M
- As of: 2022-09-30
- Type: Fund of funds

## Advisers

- [FundX Investment Group, LLC (Advisor)](https://search.stillhousedata.com/firm/109194)
- [One Capital Management, LLC (Advisor)](https://search.stillhousedata.com/firm/114861)

## Top holdings (13 reported)

| Holding | Ticker | Value | % of fund |
| --- | --- | --- | --- |
| [Invesco Exchange-Traded Fund T](https://search.stillhousedata.com/security/46137V258) | — | $18.0M | 1281.58% |
| [Invesco S&P 500 Low Volatility](https://search.stillhousedata.com/security/46138E354) | — | $16.8M | 1192.82% |
| [iShares Select Dividend ETF](https://search.stillhousedata.com/security/464287168) | — | $16.2M | 1149.24% |
| [Invesco S&P 500 Pure Growth ET](https://search.stillhousedata.com/security/46137V266) | — | $14.7M | 1043.61% |
| [Pacer US Cash Cows 100 ETF](https://search.stillhousedata.com/security/69374H881) | — | $14.6M | 1035.73% |
| [SPDR Portfolio S&P 500 Growth](https://search.stillhousedata.com/security/78464A409) | — | $14.5M | 1029.81% |
| [SPDR S&P Dividend ETF](https://search.stillhousedata.com/security/78464A763) | — | $11.5M | 816.84% |
| [WisdomTree US LargeCap Dividen](https://search.stillhousedata.com/security/97717W307) | — | $11.0M | 780.18% |
| [Schwab U.S. Large-Cap Growth E](https://search.stillhousedata.com/security/808524300) | — | $7.8M | 555.73% |
| [JPMorgan Diversified Return US](https://search.stillhousedata.com/security/46641Q407) | — | $6.5M | 465.21% |
| [Vanguard Mega Cap Growth ETF](https://search.stillhousedata.com/security/921910816) | — | $5.9M | 421.48% |
| [Xtrackers MSCI EAFE Hedged Equ](https://search.stillhousedata.com/security/233051200) | DBEF | $2.0M | 145.26% |
| [Fidelity Government Portfolio](https://search.stillhousedata.com/security/316175108) | — | $619K | 44.04% |

## Net asset history

| Report date | Net 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 |

## More

- [Registrant: FundX Investment Trust](https://search.stillhousedata.com/registrant/1602508)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/fund/S000045556.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.