FundX, now a division of One Capital Management, was one of the first advisors to use no-load mutual funds to manage client accounts in 1969. It created the first FundX Fund in 2001, packaging one of its popular client portfolios as a mutual fund that was available to everyone. There are now five FundX funds designed to meet a wide range of investor goals.
One Capital Management became the Funds’ advisor in 2022. The Funds’ longtime portfolio managers and evidence-based investment strategies remain the same. We manage equity, sustainable, and fixed income portfolios with discipline, integrity and with our investors’ best interests in mind.