ETF Funds

Invests Exclusively in ETFs

All of the FundX Upgrader funds include ETFs, but these funds invest exclusively in exchange traded funds (ETFs).

ETFs offer a relatively low cost way to get exposure to most markets and sectors. But investors still need to decide which ETFS to own and when to buy and sell them. We make these decisions for you and implementing them in a disciplined way.

May have unlimited exposure to speculative and aggressive ETFs. Often the most aggressive and least diversified Upgrader fund.
Primarily invests in core, diversified ETFs, with limited exposure to more speculative ETFs.
  • 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.
  • 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.