FundX Conservative Upgrader Fund is a registered fund series of FundX Investment Trust (series S000045558). Net assets $57.8M as of 2023-09-30.
Showing 15 of 19 holdings by value.
| Holding | Ticker | Value | % of fund |
|---|---|---|---|
| iShares Broad USD Investment G | — | $6.1M | 1049.47% |
| Janus Henderson AAA CLO ETF | — | $4.8M | 831.30% |
| Vanguard Growth ETF | — | $3.5M | 608.18% |
| iShares Russell Top 200 Growth | — | $3.5M | 604.57% |
| Vanguard Mega Cap Growth ETF | — | $3.5M | 601.05% |
| Schwab U.S. Large-Cap Growth E | — | $3.5M | 599.30% |
| iShares MSCI USA Quality Facto | — | $3.5M | 597.81% |
| Invesco Exchange-Traded Fund T | — | $3.3M | 564.44% |
| iShares Russell 1000 Growth ET | — | $3.2M | 561.83% |
| SPDR Portfolio High Yield Bond | — | $3.0M | 524.02% |
| First Trust Senior Loan ETF | — | $3.0M | 522.66% |
| VanEck Fallen Angel High Yield | — | $3.0M | 517.69% |
| SPDR Bloomberg High Yield Bond | — | $3.0M | 516.49% |
| Vanguard Russell 1000 Growth E | VONG | $3.0M | 514.26% |
| Global X S&P 500 Covered Call | — | $2.9M | 504.99% |
| Report date | Net assets |
|---|---|
| 2023-09-30 | $57.8M |
| 2023-06-30 | $61.9M |
| 2023-03-31 | $64.2M |
| 2022-12-31 | $69.1M |
| 2022-09-30 | $67.9M |
| 2022-06-30 | $71.1M |
| 2022-03-31 | $81.3M |
| 2021-12-31 | $90.3M |