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Meet the FundX Funds

Actively managed portfolios of funds designed to help you reach your goals.

FundX Upgrader Fund (FUNDX) Strong Performance 2021 Refinitiv Lipper Awards

The FundX Upgrader Fund (FUNDX) won two 2021 Refinitiv Lipper Fund Awards for excellent investment performance over the trailing three and five years ending November 30, 2020 among 36 and 34 funds, respectively, in the Mixed-Asset Target Allocation Aggressive Growth Fund category.

The Refinitiv Lipper Fund Awards recognize individual mutual funds that have consistently strong risk-adjusted performance compared to their peers. Click to learn more about the FundX Upgrader Fund

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Your Goals, Our Funds

Our suite of mutual funds are designed to help you meet your unique goals. Looking to grow your retirement account? Interested in sustainable investing? Want a balanced fund designed to navigate changing markets? Our funds can help you move forward.

How to Invest

Available at Charles Schwab, Fidelity, Etrade, TD Ameritrade and Vanguard.
Minimum investment: $1,000


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