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Be an educated investor. Stay up-to-date with the FundX Upgrader Funds.

Prospectus & Applications

Prospectus

Statement of Additional Information (SAI)

Standard Applicaion

IRA Application

Shareholder Materials

2009 Annual Report 

2010 Semi-Annual Report

 

The FundsPrices & PerformanceOur Investment ProcessAbout us

Forms & Information

Learn more about the FundX Upgrader Funds in the publications below.

You will need Adobe Acrobat Reader to access any of these documents. If you do not have Adobe Acrobat Reader, click here to download.

If you would prefer a printed copy, please contact Shareholder Services at 1-866-455-FUND.

Forms & Information

NEW! Investor Guide

Applications:

Prospectus
FundX Upgrader Fund (FUNDX)
FundX Aggressive Upgrader (HOTFX)
FundX Conservative Upgrader (RELAX)
FundX Flexible Income (INCMX)

Annual & Semi Annual Reports
FundX Upgrader Fund (FUNDX)
FundX Aggressive Upgrader (HOTFX)
FundX Conservative Upgrader (RELAX)
FundX Flexible Income (INCMX)
FundX ETF Upgrader (REMIX)
FundX ETF Aggressive Upgrader (UNBOX)
FundX Tactical Upgrader (TACTX)

FundX ETF Upgrader Funds (REMIX, UNBOX)

FundX Tactical Upgrader Fund (TACTX)

FundX Tactical Total Return Fund (TOTLX)

To Invest By Wire Click here for instructions

Investor Questionnaire (to assist in choosing a model portfolio of FundX Upgrader Funds) is available in each issue of The Upgrader.

The Upgrader Newsletter:



Money Market Information: