# 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

- CIK: 1602508
- File number: 811-22951
- LEI: 549300OH1TJRAZ676P57
- Address: 101 Montgomery Street, San Francisco, US-CA, 94104
- Phone: 415-248-8371
- Net assets: $783.0M
- Total assets: $813.9M
- Fund series: 10
- Latest report: 2026-03-31

## Fund series (10)

| Series | Net assets |
| --- | --- |
| [FundX Future Fund Opportunities ETF](https://search.stillhousedata.com/fund/S000085351) | $196.6M |
| [FundX ETF](https://search.stillhousedata.com/fund/S000077552) | $165.0M |
| [FundX Upgrader Fund](https://search.stillhousedata.com/fund/S000045556) | $140.6M |
| [FundX Flexible Income Fund](https://search.stillhousedata.com/fund/S000045559) | $59.0M |
| [FundX Conservative Upgrader Fund](https://search.stillhousedata.com/fund/S000045558) | $57.8M |
| [FundX Flexible ETF](https://search.stillhousedata.com/fund/S000082812) | $49.5M |
| [FundX Conservative ETF](https://search.stillhousedata.com/fund/S000082813) | $48.3M |
| [FundX Aggressive ETF](https://search.stillhousedata.com/fund/S000077553) | $27.7M |
| [FundX Aggressive Upgrader Fund](https://search.stillhousedata.com/fund/S000045557) | $24.7M |
| [FundX Sustainable Impact Fund](https://search.stillhousedata.com/fund/S000055223) | $13.8M |

## Largest reported holdings (across all series)

| Holding | Value |
| --- | --- |
| Mount Vernon Liquid Assets Portfolio, LLC | $4.7M |
| [Vanguard Growth ETF](https://search.stillhousedata.com/security/922908736) | $2.6M |
| [Schwab U.S. Large-Cap Growth E](https://search.stillhousedata.com/security/808524300) | $2.2M |
| [iShares MSCI EAFE Value ETF](https://search.stillhousedata.com/security/464288877) | $1.8M |
| [iShares International Select D](https://search.stillhousedata.com/security/464288448) | $1.7M |
| [SPDR Gold Shares](https://search.stillhousedata.com/security/78463V107) | $1.7M |
| [iShares MSCI USA Value Factor](https://search.stillhousedata.com/security/46432F388) | $1.7M |
| [iShares MSCI South Korea ETF](https://search.stillhousedata.com/security/464286772) | $1.5M |
| [Global X Lithium & Battery Tec](https://search.stillhousedata.com/security/37954Y855) | $1.4M |
| [Avantis International Small Ca](https://search.stillhousedata.com/security/025072802) | $1.4M |
| [Pacer Funds Trust - Pacer Tren](https://search.stillhousedata.com/security/69374H303) | $1.2M |
| [VanEck Semiconductor ETF](https://search.stillhousedata.com/security/92189F676) | $1.1M |
| [iShares MSCI South Africa ETF](https://search.stillhousedata.com/security/464286780) | $1.1M |
| [iShares Global Clean Energy ET](https://search.stillhousedata.com/security/464288224) | $1.1M |
| [iShares MSCI Mexico ETF](https://search.stillhousedata.com/security/464286822) | $1.1M |

## More

- [CIK 1602508 on SEC EDGAR (source of record)](https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1602508&type=&dateb=&owner=include&count=40)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/registrant/1602508.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.