2011 Distribution information for the FundX Upgrader Funds is available below.
Per-share distribution information is provided to aid in your 2011 tax planning. Per-share distributions are paid to shareholders of record on the fund's record date (Dec. 30, 2011). On the Ex. Date (Jan. 3, 2012), each fund's share price is reduced by the amount of its distribution.
Although the FundX Upgrader Funds make distributions on the first business day of 2012, they are taxable in 2011.
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2011 FundX Upgrader Funds Distributions ($)
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| Fund Name | Ticker | Total Income Dividend | Short Term Cap Gain | Long Term Cap Gain | Total Cap Gain |
| FUNDX Upgrader | FUNDX | 0.04427 |
None
|
None
|
None
|
|
FUNDX Aggressive Upgrader |
HOTFX | None |
None
|
None
|
None
|
|
FUNDX Conservative Upgrader |
RELAX | 0.44763 |
None
|
None
|
None
|
|
FUNDX Flexible Income |
INCMX | 1.00723 |
None
|
0.24620 | 0.24620 |
|
FUNDX Aggressive ETF Upgrader |
UNBOX | None |
None
|
None
|
None
|
|
FUNDX ETF Upgrader |
REMIX | 0.07118 |
None
|
None
|
None
|
|
FUNDX Tactical Upgrader |
TACTX | None |
None
|
None
|
None
|
|
FUNDX Tactical Total Return |
TOTLX | 0.02256 | 0.12927 | 1.33223 | 1.4615 |
Updated 1/3/2012