Prospectus & Applications
Prospectus
Statement of Additional Information (SAI)
Standard Applicaion
IRA Application
Shareholder Materials
2009 Annual Report
2010 Semi-Annual Report
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.
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: