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. Learn more Learn more FUNDX Upgrader Moderate growth: core diversified stock fund portfolio. Learn more Learn more SRIFX Sustainable Impact Sustainability screened portfolio of diversified stock funds with market-level risk. Learn more Learn more RELAX Conservative Upgrader Balanced portfolio of core stock and bond funds. Below-average risk. Learn more Learn more INCMX Flexible Income Fixed income portfolio of bond funds and total-return funds. Learn more Learn more How to Invest Broker Charles Schwab Etrade Fidelity TD Ameritrade Vanguard Online Invest direct ONLINE APPLICATION Mail Invest direct Application IRA Application IRA Transfer Form Coverdell Application Entity application How to Invest Available at Charles Schwab, Fidelity, Etrade, TD Ameritrade and Vanguard. Minimum investment: $1,000 INVEST NOW