# 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

- Series ID: S000045557
- Registrant: FundX Investment Trust
- LEI: 549300G7NMJUK0DXCD02
- Net assets: $24.7M
- Total assets: $24.8M
- 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 (15 reported)

| Holding | Ticker | Value | % of fund |
| --- | --- | --- | --- |
| [Vanguard Energy ETF](https://search.stillhousedata.com/security/92204A306) | — | $2.6M | 1048.61% |
| [Invesco High Yield Equity Divi](https://search.stillhousedata.com/security/46137V563) | — | $2.2M | 884.27% |
| [Utilities Select Sector SPDR F](https://search.stillhousedata.com/security/81369Y886) | — | $1.9M | 763.78% |
| [Vanguard Consumer Staples ETF](https://search.stillhousedata.com/security/92204A207) | — | $1.9M | 758.04% |
| [Invesco S&P MidCap Low Volatil](https://search.stillhousedata.com/security/46138E198) | — | $1.9M | 754.57% |
| [SPDR S&P Dividend ETF](https://search.stillhousedata.com/security/78464A763) | — | $1.9M | 753.80% |
| [iShares North American Natural](https://search.stillhousedata.com/security/464287374) | — | $1.8M | 745.80% |
| [First Trust Exchange-Traded Fu](https://search.stillhousedata.com/security/336917109) | — | $1.8M | 729.69% |
| [Global X Lithium & Battery Tec](https://search.stillhousedata.com/security/37954Y855) | — | $1.8M | 711.68% |
| [SPDR S&P Biotech ETF](https://search.stillhousedata.com/security/78464A870) | — | $1.7M | 690.38% |
| [Invesco S&P 500 High Dividend](https://search.stillhousedata.com/security/46138E362) | — | $1.4M | 577.89% |
| [SPDR Portfolio S&P 500 Growth](https://search.stillhousedata.com/security/78464A409) | — | $1.4M | 559.77% |
| [Invesco S&P 500 Pure Growth ET](https://search.stillhousedata.com/security/46137V266) | — | $1.4M | 555.95% |
| [Consumer Staples Select Sector](https://search.stillhousedata.com/security/81369Y308) | — | $1.0M | 410.61% |
| [Fidelity Government Portfolio](https://search.stillhousedata.com/security/316175108) | — | $3K | 1.21% |

## Net asset history

| Report date | Net 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 |

## More

- [Registrant: FundX Investment Trust](https://search.stillhousedata.com/registrant/1602508)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/fund/S000045557.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.