Flagship Upgrader Funds

The flagship FundX Upgrader Funds are based on FundX’s most popular models for seeking growth and stability.

These funds have access to both the active portfolio management of noload funds and the low-cost structure of  exchange traded funds (ETFs).

Primarily invests in core, diversified funds with much smaller positions in more speculative funds.
Allocates a greater percentage of fund assets to more speculative funds including funds that concentrate in specific countries or sectors.
Offers investors growth potential through underlying equity funds, balanced by holdings in bond funds in one mutual fund purchase.
Invests primarily in bond funds with limited exposure to diversified equity funds that have exhibited a history of low volatility.
  • Small- and medium-capitalization companies tend to have limited liquidity and greater price volatility than large-capitalization companies.
  • Investments in foreign securities involve greater volatility and political, economic and currency risks and differences in accounting methods.
  • Investments in debt securities typically decrease in value when interest rates rise. This risk is usually greater for longer-term debt securities.
  • ETF Trading Risk – Because the funds invest in ETFs, they are subject to additional risks that do not apply to conventional mutual funds, including the risks that the market price of an ETF’s shares may trade at a discount to its net asset value ("NAV"), an active secondary trading market may not develop or be maintained, or trading may be halted by the exchange in which they trade, which may impact a Fund’s ability to sell its shares.

Diversification does not assure a profit or protect against a loss in a declining market.