How to Invest

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

Broker Availability Includes

Charles Schwab

Etrade

Fidelity

TD Ameritrade

Vanguard

Forms and Information

Fund Documents

Prospectus

FundX ETF Prospectus

Semiannual Report (March 31, 2023)

Statement of Additional Information

FundX ETF SAI

2022 Annual Report (Sept 30, 2022)

IRA Disclosure 2022

Holdings Dec 31, 2022

Holdings Jun 30, 2022

Applications

Regular Account Application

IRA Account Application

IRA Transfer/Rollover Form

Entity Application

Certificate of Beneficial Ownership

Coverdell Education Saving Account Application

Historical NAVs

Fund	Historical NAVs
FundX Aggressive ETF XNAV	Download
FundX ETF XCOR	Download
FundX Sustainable Impact SRIFX	Download
FundX Conservative Upgrader RELAX	Download
FundX Flexible Income INCMX	Download