FundX Investment Trust

FundX Investment Trust (CIK 1602508) is an SEC-registered fund company with 10 reporting fund series and $783.0M in net assets as of 2026-03-31.

Registrant

Fund series (10)

SeriesNet assets
FundX Future Fund Opportunities ETF$196.6M
FundX ETF$165.0M
FundX Upgrader Fund$140.6M
FundX Flexible Income Fund$59.0M
FundX Conservative Upgrader Fund$57.8M
FundX Flexible ETF$49.5M
FundX Conservative ETF$48.3M
FundX Aggressive ETF$27.7M
FundX Aggressive Upgrader Fund$24.7M
FundX Sustainable Impact Fund$13.8M

Largest reported holdings (across all series)

HoldingValue
Vanguard Growth ETF$22.0M
Invesco Exchange-Traded Fund T$21.5M
Vanguard Russell 1000 Growth E$21.3M
iShares MSCI EAFE Value ETF$19.7M
iShares International Select D$19.0M
iShares MSCI USA Value Factor$15.4M
iShares Global 100 ETF$14.8M
Mount Vernon Liquid Assets Portfolio, LLC$14.7M
Pacer Funds Trust - Pacer Tren$13.5M
iShares Russell Top 200 Growth$13.4M
Vanguard Mega Cap Growth ETF$2.5M
First American Government Obli$2.2M

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