# 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

- Series ID: S000055223
- Registrant: FundX Investment Trust
- LEI: 549300XY45TCRFIBRK32
- Net assets: $13.8M
- Total assets: $13.8M
- As of: 2023-03-31
- 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 (13 reported)

| Holding | Ticker | Value | % of fund |
| --- | --- | --- | --- |
| [iShares Trust iShares ESG Awar](https://search.stillhousedata.com/security/46435G516) | — | $2.3M | 1652.74% |
| [Impax International Sustainabl](https://search.stillhousedata.com/security/704223742) | — | $1.9M | 1384.23% |
| [Ariel Fund](https://search.stillhousedata.com/security/040337842) | — | $1.8M | 1281.97% |
| [Parnassus Value Equity Fund](https://search.stillhousedata.com/security/701765406) | — | $1.6M | 1146.26% |
| [Calvert Small Cap Fund](https://search.stillhousedata.com/security/13161P862) | — | $989K | 717.42% |
| [Calvert US Large Cap Value Res](https://search.stillhousedata.com/security/13162A708) | — | $974K | 707.01% |
| [First Trust NASDAQ Clean Edge](https://search.stillhousedata.com/security/33737A108) | — | $840K | 609.53% |
| [Boston Trust Walden SMID Cap F](https://search.stillhousedata.com/security/101156875) | — | $828K | 601.27% |
| [Vanguard Global ESG Select Sto](https://search.stillhousedata.com/security/921908794) | — | $752K | 545.46% |
| [Praxis Value Index Fund](https://search.stillhousedata.com/security/74006E785) | — | $749K | 543.61% |
| [Calvert Global Energy Solution](https://search.stillhousedata.com/security/13161P847) | — | $698K | 506.30% |
| [Inspire Small/Mid Cap ETF](https://search.stillhousedata.com/security/66538H641) | — | $372K | 270.32% |
| [Fidelity Government Portfolio](https://search.stillhousedata.com/security/316175108) | — | $48K | 34.52% |

## Net asset history

| Report date | Net 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 |

## More

- [Registrant: FundX Investment Trust](https://search.stillhousedata.com/registrant/1602508)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/fund/S000055223.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.