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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.
The funds are generally offered with a $2,500 minimum to invest.
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.
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 to the FundX Upgrader Funds (pdf)
To Invest By Wire
Click here for instructions
Call 1-866-455-FUND (3863) to receive the prospectus or application in the mail.