Meet the FundX Funds
Actively managed portfolios of funds designed to help you reach your goals.
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.
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.
Insights
One big change in the markets has been the shift from conventional investing to sustainable investing. Sustainable or ESG...
May 10, 2021
Nearly 20 years ago, we did something we’d never done before: we launched our first mutual fund, the FundX Upgrader Fund...
January 23, 2021
Market themes tend to change in each decade, and since US markets led in the 2010 decade, foreign stocks could be the place...
April 15, 2021
Many investors know that stock markets change, but they don’t realize that bond markets also change, and different kinds of...
May 24, 2021
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