FundX Conservative Upgrader Fund
Fund facts
Top holdings
as of 05/31/2023
PORTFOLIO ALLOCATION
as of
% in portfolio
FIXED INCOME
Fund holdings are subject to change at any time and are not recommendations to buy or sell any of the underlying funds. References to other mutual funds should not be considered an offer of these securities. Global allocation is based on the most recent data available from Morningstar.
This chart illustrates the performance of a hypothetical $10,000 investment made in the Fund for the period ending 05/30/2023. It assumes reinvestment of dividends and capital gains, but does not reflect the effect of any applicable sales charge or redemption fees. This chart does not imply any future performance.
| Performance % to 05/31/2023 | 1 Mo | YTD | 1 Yr |
|---|---|---|---|
| RELAX | -0.28 | -0.97 | -5.35 |
| Mnst GlbMkt Lrg-Mid | -1.13 | 7.35 | 0.64 |
| Balanced Index (60% S&P 500 / 40% Barc Agg Bond) | -2.70 | 0.65 | -3.10 |
(includes underlying fund expenses)
| Performance % to 03/31/2023 | 1 Yr | 5 Yrs | 10 Yrs | Annualized | Cumulative |
|---|---|---|---|---|---|
| RELAX | -9.67 | 3.86 | 5.58 | 6.07 | 239.44 |
| Mnst GlbMkt Lrg-Mid | -7.56 | 6.74 | N/A | 0.00 | 0.00 |
| Balanced Index (60% S&P 500 / 40% Barc Agg Bond) | -5.36 | 6.74 | 7.60 | 8.04 | 397.64 |
(includes underlying fund expenses)
as of 05/31/2023
Fund holdings are subject to change at any time and are not recommendations to buy or sell any of the underlying funds. References to other mutual funds should not be considered an offer of these securities. Global allocation is based on the most recent data available from Morningstar.
PORTFOLIO ALLOCATION
as of
% in portfolio
FIXED INCOME
| Performance % to 05/31/2023 | 1 Mo | YTD | 1 Yr |
|---|---|---|---|
| RELAX | -0.28 | -0.97 | -5.35 |
| Mnst GlbMkt Lrg-Mid | -1.13 | 7.35 | 0.64 |
| Balanced Index (60% S&P 500 / 40% Barc Agg Bond) | -2.70 | 0.65 | -3.10 |
(includes underlying fund expenses)
| Performance % to 03/31/2023 | 1 Yr | 5 Yrs | 10 Yrs | Annualized | Cumulative |
|---|---|---|---|---|---|
| RELAX | -9.67 | 3.86 | 5.58 | 6.07 | 239.44 |
| Mnst GlbMkt Lrg-Mid | -7.56 | 6.74 | N/A | 0.00 | 0.00 |
| Balanced Index (60% S&P 500 / 40% Barc Agg Bond) | -5.36 | 6.74 | 7.60 | 8.04 | 397.64 |
(includes underlying fund expenses)
Performance data quoted represents past performance; past performance does not guarantee future results. The investment return and principal value of an investment will fluctuate so that an investor's shares, when redeemed, may be worth more or less than their original cost. Current performance of the fund may be lower or higher than the performance quoted. For Performance data current to the most recent month end, please call 866-455-3863. Returns shown are cumulative, unless otherwise noted.
The Morningstar Global Market Large-Mid Cap Index measures the performance of developed and emerging countries across the world, targeting the top 90% of stocks by market capitalization. We are unable to present performance on the Morningstar index prior to its inception on 11/15/2016. The S&P 500 Index is a broad based unmanaged index of 500 U.S. stocks, which is widely recognized as representative of the U.S. equity market. The Bloomberg US Aggregate Bond Index is a market-capitalization-weighted index of investment-grade fixed-rate debt issues, including government, corporate, asset-backed, and mortgage-backed securities, with maturities of at least one year. You cannot invest directly in an index.
Related Articles
