FundX Conservative Upgrader Fund — new fund registration

FundX Investment Trust registered fund series on Form 485APOS, filed 2023-07-21. Featured series: FundX Conservative Upgrader Fund.

Registration

• Registrant / trust: FundX Investment Trust
• CIK: 0001602508
• Form: 485APOS
• Filed: 2023-07-21
• State of incorporation: DE
• Accession: 0000894189-23-004889
• Reported net assets: $57.8M

Series & classes (2)

Fees (from the effective prospectus)

• 12b-1 fee: 0.00%
• Gross expense ratio: 2.02%
• Management fee: 1.00%
• Net expense ratio: 1.85%
• Other expenses: 0.35%

Investment objective

The FundX Conservative Upgrader Fund (Conservative Fund) seeks to obtain capital appreciation over the long term while at times providing a low level of current income to reduce portfolio volatility.

Advisers

• One Capital Management, LLC (Advisor)

Other filings by this registrant (12)

• 485APOS — 2024-03-25 (2 new series)
• 485APOS — 2023-09-22
• 485APOS — 2023-08-14 (2 new series)
• 485APOS — 2022-07-07 (2 new series)
• 485APOS — 2019-11-26
• 485APOS — 2017-02-14
• 485APOS — 2016-11-15
• 485APOS — 2016-09-27
• 485APOS — 2016-07-15 (1 new series)
• 485APOS — 2014-11-25
• N-1A/A — 2014-05-29
• N-1A — 2014-03-18 (6 new series)

More

• Registrant profile: FundX Investment Trust
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