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Our Story

FundX Investment Group was one of the first advisors to use noload mutual funds to manage client accounts in 1969. It developed an evidence-based investment process, which the firm uses to manage equity, sustainable and fixed income portfolios for individuals, institutions and mutual funds.

FundX at a Glance

FundX Founded

1969

Portfolio Managers

3

Investment Strategies

5

Mutual Funds

5

Our Portfolio Management Team

Janet Brown
President/CEO

Janet joined FundX in 1978 and has been researching mutual funds and developing effective investment strategies ever since. A frequent guest on national media, Janet’s expertise is widely recognized. She is a board member of several non-profits and foundations and a longtime advocate for sustainable responsible investing (SRI).

Sean McKeon
Portfolio Manager/CCO

Sean joined FundX in 1990 and has directed hundreds of client accounts, many spanning multiple generations. A member of the firm’s investment committee and director of Client Account Operations, Sean assumed the role of Chief Compliance Officer in 2015.

Marty DeVault
Portfolio Manager/Principal

With FundX since 1992, Marty has managed hundreds of client accounts and leads much of the ongoing research into the Upgrading investment strategy.  With a background in medical research, Marty brings deep analytical skills to the firm.