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FundX Sustainable Impact Fund (SRIFX)

The FundX Sustainable Impact Fund (the “Sustainable Fund”) seeks long-term capital appreciation.

The Sustainable Impact Fund aims to help you build a better world and build wealth so that you can retire comfortably, meet lifelong investment goals and make a difference. SRIFX is managed using the same strategy we’ve been using for nearly 50 years. It seeks to own funds with strong environmental, social and corporate governance (ESG) ratings and strong recent returns.

The Sustainable Impact Fund employs a three step process

Step 1: A comprehensive and rigorous screen of the mutual fund and ETF universe  to find sustainable funds and funds with above average ESG ratings.  We include funds dedicated to sustainable responsible impact (SRI) investing and those whose portfolios that meet a minimum level of ESG rating.

Step 2: Classify funds by risk separating the most aggressive funds from the most conservative.

Step 3: Finally, rank funds by recent returns and invest in the top performers. We believe recent returns are the best indicator of future near-term performance.

Invest Today for a Better Tomorrow

This chart illustrates the performance of a hypothetical $10,000 investment made in the Fund Since Inception on 3/31/2017 for the period ending 3/31/2018. It assumes reinvestment of dividends and capital gains, but does not reflect the effect of any applicable sales charge or redemption fees. This chart does not imply any future performance. The S&P 500 Index is a broad based unmanaged index of 500 stocks, which is widely recognized as representative of the equity market in general. The MSCI All Country World Index (ACWI) is a market capitalization weighted index that is designed to measure the equity-market performance throughout the world. You cannot invest directly in an index.

Average Annual Total Returns Quarter-End March 31st, 2018

1 Yr Since Inception
Sustainable Impact
16.26
16.26
S&P 500 Index
13.99
13.99
MSCI ACWI
14.85
14.85

Current Total Returns Period Ending March 31st, 2018

      Average Annualized Return
1 Mo 3 Mo 6 Mo YTD 1 Yrs Since Inception 03/31/2017
Sustainable Impact
-1.72
0.75
5.61
0.75
16.26
16.26
S&P 500 Index
-2.54
-0.76
5.84
-0.76
13.99
13.99
MSCI ACWI
-2.14
-0.96
4.71
-0.96
14.85
14.85
Expense Ratios
Gross 2.70

Performance data quoted represents past performance; past performance does not guarantee future results. The investment return and principal value of an investment will fluctuate so that an investor's shares, when redeemed, may be worth more or less than their original cost. Current performance of the fund may be lower or higher than the performance quoted. Performance data quoted is current to the most recent month end. Returns shown are cumulative, unless otherwise noted.

Holdings as of 03-31-2018

Name
Ticker
Holding %
Aggressive Funds
Calvert Emerging Mkts I
CVMIX
5.40
Eventide Gilead
ETGLX
3.90
RBC Intl Opp I
RIOIX
3.30
Aggressive Funds Total 12.60
Core Funds
AB Lrg Cap Gr Adv
APGYX
6.80
AB Sust Glb Thematic Adv
ATEYX
11.90
Amana Growth I
AMIGX
1.00
Brown Advisory Sustainable Gr I
BAFWX
6.50
Calvert Intl Opp I
COIIX
14.80
Fidelity Contrafund
FCNTX
5.90
iShrs Edge USA Momentum Factor
MTUM
10.60
Laudus US Lg Cp Gr
LGILX
2.20
Marsico Growth
MGRIX
3.40
Oppenheimer Global Y
OGLYX
9.70
SPDR DJIA Trust
DIA
4.30
Vanguard US Growth Adm
VWUAX
7.10
Core Funds Total 84.20
Cash
Cash
CASH
3.20
Cash Total 3.20

Fund holdings are subject to change at any time and are not recommendations to buy or sell any of the underlying funds.

References to other mutual funds should not be considered an offer of these securities.

Capital Gain and Income Distributions $

Year Total Income Dividend Short Term Cap Gain Long Term Cap Gain Total Cap Gain Ex. Date
2017
0.4004
0.1023
0.0029
0.1052
01-02-18

The fund's investment objectives, risks, charges and expenses must be considered carefully before investing. The prospectus contains this and other important information about the investment company, and it may be obtained by calling 866-455-FUND (3863). Read it carefully before investing.