FundX Aggressive Upgrader Fund

FundX Aggressive Upgrader Fund is a registered fund series of FundX Investment Trust (series S000045557). Net assets $24.7M as of 2022-09-30.

Profile

Advisers

Top holdings (15 reported)

HoldingTickerValue% of fund
Vanguard Energy ETF—$2.6M1048.61%
Invesco High Yield Equity Divi—$2.2M884.27%
Utilities Select Sector SPDR F—$1.9M763.78%
Vanguard Consumer Staples ETF—$1.9M758.04%
Invesco S&P MidCap Low Volatil—$1.9M754.57%
SPDR S&P Dividend ETF—$1.9M753.80%
iShares North American Natural—$1.8M745.80%
First Trust Exchange-Traded Fu—$1.8M729.69%
Global X Lithium & Battery Tec—$1.8M711.68%
SPDR S&P Biotech ETF—$1.7M690.38%
Invesco S&P 500 High Dividend—$1.4M577.89%
SPDR Portfolio S&P 500 Growth—$1.4M559.77%
Invesco S&P 500 Pure Growth ET—$1.4M555.95%
Consumer Staples Select Sector—$1.0M410.61%
Fidelity Government Portfolio—$3K1.21%

Net asset history

Report dateNet assets
2022-09-30$24.7M
2022-06-30$41.6M
2022-03-31$33.1M
2021-12-31$37.0M
2021-09-30$36.5M
2021-06-30$39.3M
2021-03-31$39.2M
2020-12-31$39.5M

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