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How to Invest

You can invest in the funds and ETFs at major brokers.

Broker Availability Includes

Charles Schwab
Etrade
Fidelity
Vanguard

Forms and Information

  • Fund Documents
  • Holdings
Fund Documents

Prospectus

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FundX ETF Prospectus

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Semiannual Report (March 31, 2023)

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Statement of Additional Information

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FundX ETF SAI

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2022 Annual Report (Sept 30, 2022)

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Holdings

Holdings Dec 31, 2022

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Holdings June 30, 2023

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FundX is a division of One Capital Management, LLC that has been actively managing portfolios of funds to help people build and preserve wealth for more than 50 years.

CONTACT FUNDX

Need help finding a fund that’s right for you?
Contact FundX at
1-800-763-8639

Questions about your account?
Contact shareholder services at
1-866-455-3863

Terms of Use

 

Investing involves risk. Principal loss is possible. The FundX Upgrader Funds ("Funds") are considered "funds of funds" and an investor will indirectly bear the principal risks and its share of the fees and expenses of the underlying funds. Shareholders will pay higher expenses than they would if they invested directly in the underlying funds. The Funds employ an "Upgrading" strategy whereby investment decisions are based on near-term performance, however, the Funds may be exposed to the risk of buying underlying funds immediately following a sudden, brief surge in performance that may be followed by a subsequent drop in market value. The Sustainable Impact Fund’s sustainable impact investment policy, which incorporates an analysis of environmental, social and corporate governance factors, may result in the Fund foregoing opportunities to buy certain Underlying Funds when it might otherwise be advantageous to do so, or selling its holdings in certain Underlying Funds for sustainable impact investment reasons when it might be otherwise disadvantageous for it to do so. The Funds are subject to the same risks as the underlying funds and exchange-traded funds in which they invest including the risks associated with small companies, foreign securities, emerging market, debt securities, lower-rated and non-rated securities, sector emphasis, short sales and derivatives. ETFs are subject to additional risks that do not apply to conventional mutual funds, including the risks that the market price of an ETF’s shares may trade at a premium or discount to its net asset value, an active secondary trading market may not develop or be maintained, or trading may be halted by the exchange in which they trade, which may impact a Fund’s ability to sell its shares. Shares of any ETF are bought and sold at market price (not NAV) and are not individually redeemed from the Fund. Brokerage commissions will reduce returns.

Past performance does not guarantee future results. While the Funds are no-load, management fees and other expenses will apply. The Fund is offered only to United States residents, and information on this site is intended only for such persons. Nothing on this web site should be considered a solicitation to buy or an offer to sell shares of the Fund in any jurisdiction where the offer or solicitation would be unlawful under the securities laws of such jurisdiction. Before you invest in the FundX Funds, please refer to the prospectus for important information about the investment company, including investment objectives, risks, charges and expenses. You may also obtain a prospectus by calling 866-455-3863. The prospectus should be read carefully before you invest or send money.

Fund holdings and sector allocations are subject to change and should not be considered a recommendation to buy or sell any security. Click the following links to view the funds’ top 10 holdings: XNAV, XCOR, RELAX, INCMX.

The FundX Funds are distributed by Quasar Distributors, LLC.

© FundX, a division of One Capital Management, LLC 101 Montgomery St. Ste. 2400, San Francisco, CA 94104