FundX Sustainable Impact Fund

FundX Sustainable Impact Fund is a registered fund series of FundX Investment Trust (series S000055223). Net assets $13.8M as of 2023-03-31.

Profile

Advisers

Top holdings (13 reported)

HoldingTickerValue% of fund
iShares Trust iShares ESG Awar—$2.3M1652.74%
Impax International Sustainabl—$1.9M1384.23%
Ariel Fund—$1.8M1281.97%
Parnassus Value Equity Fund—$1.6M1146.26%
Calvert Small Cap Fund—$989K717.42%
Calvert US Large Cap Value Res—$974K707.01%
First Trust NASDAQ Clean Edge—$840K609.53%
Boston Trust Walden SMID Cap F—$828K601.27%
Vanguard Global ESG Select Sto—$752K545.46%
Praxis Value Index Fund—$749K543.61%
Calvert Global Energy Solution—$698K506.30%
Inspire Small/Mid Cap ETF—$372K270.32%
Fidelity Government Portfolio—$48K34.52%

Net asset history

Report dateNet assets
2023-03-31$13.8M
2022-12-31$13.7M
2022-09-30$15.1M
2022-06-30$16.5M
2022-03-31$22.2M
2021-12-31$26.7M
2021-09-30$25.5M
2021-06-30$26.5M

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