We execute the NoLoad FundX Upgrading strategy in a disciplined manner. If a fund or ETF falls in our ranks, we sell it and buy a higher ranking fund.

 

How to Invest

The FundX Upgrader Funds are available at the following discount brokers:

  • Etrade
  • Fidelity
  • Schwab
  • Scottrade
  • TDAmertirade
  • Vanguard

The funds are generally offered with no transaction fees and a $2,500 minimum to invest.

You can also invest in the funds directly with U.S. Bank.
Click here to set up an account online or call 1-866-455-FUND (3863).

When you invest in the FundX Upgrader Funds, you are our client. Just like our private money management clients, the FundX Upgrader Funds provide you with a set portfolio which we manage on your behalf.

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. 

Investor Guide
Investor Guide to the FundX Upgrader Funds (pdf)

Prospectus
Prospectus
Statement of Additional Information (SAI)

 

Applications:
Application
IRA Application
IRA Transfer Application
IRA Disclosures (50 Pages)
Education Saving Account (Coverdell)

To Invest By Wire
Click here for instructions

Call 1-866-455-FUND (3863) to receive the prospectus or application in the mail.