FundX Funds

Our suite of mutual funds aims to make it easy for you to own a portfolio of mutual funds targeted to your investment goals and risk level.

Find a fund that works for you.

Funds are listed from most AGGRESIVE to most CONSERVATIVE

Aggressive

Conservative

HOTFX

Aggressive Upgrader

Aggressive growth: concentrated stock fund portfolio.

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FUNDX

Upgrader

Moderate growth: core diversified stock fund portfolio.

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SRIFX

Sustainable Impact

Sustainability screened portfolio of diversified stock funds with market-level risk.

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RELAX

Conservative Upgrader

Balanced portfolio of core stock and bond funds. Below-average risk.

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INCMX

Flexible Income

Fixed income portfolio of bond funds and total-return funds.

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How to Invest

Broker

Charles Schwab
Etrade
Fidelity
TD Ameritrade
Vanguard

Online

Invest direct

ONLINE APPLICATION

How to Invest

Available at Charles Schwab, Fidelity, Etrade, TD Ameritrade and Vanguard.
Minimum investment: $1,000

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