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Investing Over Time


  1. An investor has a target of 40% fixed income and 60% equities.
  2. The investor chooses to use FundX Upgrader Fund (FUNDX) and FundX Flexible Income Fund.
  3. Rather than invest all $100,000 at once, the investor elects to invest in four stages, as shown below:


  • 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.
  • Investments in debt securities typically decrease in value when interest rates rise. This risk is usually greater for longer-term debt securities.

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