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When you invest in the
FundX Upgrader Funds, we follow
the NoLoad FundX
Upgrading strategy for you.

 

Forms and Information

Learn more about the FundX Upgrader Funds

You will need Adobe Acrobat Reader to access any of the documents, below. 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. 

Prospectus
Prospectus
Statement of Additional Information (SAI)
Supplement dated 4.18.17

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

Applications:
Regular Account Application
IRA Account Application
IRA Transfer/Rollover Form
IRA Disclosures (29 Pages)
Coverdell Education Saving Account Application

Annual & Semi Annual Reports
2016 Annual Report (September 30, 2016)
2017 Semiannual Report (March 31, 2017)

To Invest By Wire
Click here for instructions

Money Market Information:
Prospectus
SAI

XBRL Information:
FundX Upgrader Fund (FUNDX)
FundX Aggressive Upgrader (HOTFX)
FundX Conservative Upgrader (RELAX)
FundX Flexible Income (INCMX)
FundX Tactical Upgrader (TACTX)