Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
Latest filings (excl ownership)
N-CEN
Annual report (registered investment company)
14 Dec 23
N-CSR
Certified annual shareholder report (management investment company)
8 Dec 23
CERT
Certification of approval for exchange listing
6 Oct 23
8-A12B
Registration of securities on exchange
5 Oct 23
EFFECT
Notice of effectiveness
2 Oct 23
EFFECT
Notice of effectiveness
13 Sep 23
N-14
Registration statement for investment companies business combination
24 Aug 23
RW
Registration withdrawal request
24 Aug 23
N-PX
Annual report of proxy voting record
21 Aug 23
N-14
Registration statement for investment companies business combination
15 Aug 23
Latest ownership filings
NPORT-P
FundX Flexible ETF (Mar 2024 report)
19 Apr 24
NPORT-P
FundX Conservative ETF (Mar 2024 report)
19 Apr 24
NPORT-P
FundX ETF (Mar 2024 report)
19 Apr 24
NPORT-P
FundX Aggressive ETF (Mar 2024 report)
19 Apr 24
NPORT-P
FundX ETF (Dec 2023 report)
13 Feb 24
NPORT-P
FundX Aggressive ETF (Dec 2023 report)
13 Feb 24
NPORT-P
FundX Conservative ETF (Dec 2023 report)
13 Feb 24
NPORT-P
FundX Flexible ETF (Dec 2023 report)
13 Feb 24
NPORT-P
FundX Conservative Upgrader Fund (Sep 2023 report)
22 Nov 23
NPORT-P
FundX Aggressive ETF (Sep 2023 report)
22 Nov 23
Funds
Series | Ticker | %Monthly Return ? | $Assets | #Holdings | As of | ||
---|---|---|---|---|---|---|---|
FundX Aggressive ETF | XNAV | -2.71 | 10.81 | 3.72 | 23.67 mm | 13 | Dec 2023 |
FundX Aggressive Upgrader Fund | HOTFX | 3.62 | -2.60 | -9.14 | 24.76 mm | 15 | Sep 2022 |
FundX Conservative ETF | XRLX | -1.20 | 6.34 | 3.20 | 55.92 mm | 23 | Dec 2023 |
FundX Conservative Upgrader Fund | RELAX | 2.20 | -1.13 | -3.40 | 57.89 mm | 19 | Sep 2023 |
FundX ETF | XCOR | -1.69 | 10.44 | 4.30 | 142.75 mm | 10 | Dec 2023 |
FundX Flexible ETF | XFLX | -0.80 | 2.33 | 2.28 | 59.43 mm | 14 | Dec 2023 |
FundX Flexible Income Fund | INCMX | 0.53 | -0.12 | -1.35 | 59.38 mm | 10 | Sep 2023 |
FundX Sustainable Impact Fund | SRIFX | 5.10 | -3.00 | 13.81 mm | 13 | Mar 2023 | |
FundX Upgrader Fund | FUNDX | 4.69 | -4.00 | -9.21 | 140.84 mm | 13 | Sep 2022 |