# FundX Conservative Upgrader Fund

FundX Conservative Upgrader Fund is a registered fund series of FundX Investment Trust (series S000045558). Net assets $57.8M as of 2023-09-30.

## Profile

- Series ID: S000045558
- Registrant: FundX Investment Trust
- LEI: 549300ULSO9HE0FC5O93
- Net assets: $57.8M
- Total assets: $57.9M
- As of: 2023-09-30
- Type: Fund of funds

## Advisers

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

## Top holdings (19 reported)

_Showing 15 of 19 holdings by value._

| Holding | Ticker | Value | % of fund |
| --- | --- | --- | --- |
| [iShares Broad USD Investment G](https://search.stillhousedata.com/security/464288620) | — | $6.1M | 1049.47% |
| [Janus Henderson AAA CLO ETF](https://search.stillhousedata.com/security/47103U845) | — | $4.8M | 831.30% |
| [Vanguard Growth ETF](https://search.stillhousedata.com/security/922908736) | — | $3.5M | 608.18% |
| [iShares Russell Top 200 Growth](https://search.stillhousedata.com/security/464289438) | — | $3.5M | 604.57% |
| [Vanguard Mega Cap Growth ETF](https://search.stillhousedata.com/security/921910816) | — | $3.5M | 601.05% |
| [Schwab U.S. Large-Cap Growth E](https://search.stillhousedata.com/security/808524300) | — | $3.5M | 599.30% |
| [iShares MSCI USA Quality Facto](https://search.stillhousedata.com/security/46432F339) | — | $3.5M | 597.81% |
| [Invesco Exchange-Traded Fund T](https://search.stillhousedata.com/security/46137V233) | — | $3.3M | 564.44% |
| [iShares Russell 1000 Growth ET](https://search.stillhousedata.com/security/464287614) | — | $3.2M | 561.83% |
| [SPDR Portfolio High Yield Bond](https://search.stillhousedata.com/security/78468R606) | — | $3.0M | 524.02% |
| [First Trust Senior Loan ETF](https://search.stillhousedata.com/security/33738D309) | — | $3.0M | 522.66% |
| [VanEck Fallen Angel High Yield](https://search.stillhousedata.com/security/92189F437) | — | $3.0M | 517.69% |
| [SPDR Bloomberg High Yield Bond](https://search.stillhousedata.com/security/78468R622) | — | $3.0M | 516.49% |
| [Vanguard Russell 1000 Growth E](https://search.stillhousedata.com/security/92206C680) | VONG | $3.0M | 514.26% |
| [Global X S&P 500 Covered Call](https://search.stillhousedata.com/security/37954Y475) | — | $2.9M | 504.99% |

## Net asset history

| 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 |

## More

- [Registrant: FundX Investment Trust](https://search.stillhousedata.com/registrant/1602508)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/fund/S000045558.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.