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FundX Conservative Upgrader Fund

Fund Profile

Fund profile

Tickers

RELAX

Fund manager

FundX Investment Trust

Total assets

$57.89 mm

Liabilities

$126.38 k

Net assets

$57.76 mm

Number of holdings

19.00

19 Holdings

As of Sep 2023

Security	$Holding	Balance	% of Fund	Category	Position	Country
BlackRock Fund Advisors	6.06 mm	126.10 k shares	10.49	Common equity	Long	USA
Janus Detroit Street Trust	4.80 mm	95.40 k shares	8.31	Common equity	Long	USA
VMGMX Vanguard Mid-Cap Growth Index Fund	3.51 mm	12.90 k shares	6.08	Common equity	Long	USA
iShares Russell Top 200 Growth ETF	3.49 mm	22.70 k shares	6.05	Common equity	Long	USA
VFAIX Vanguard Financials Index Fund	3.47 mm	15.30 k shares	6.01	Common equity	Long	USA
SCHB Schwab U.S. Broad Market ETF	3.46 mm	47.60 k shares	5.99	Common equity	Long	USA
iShares MSCI USA Quality Factor ETF	3.45 mm	26.20 k shares	5.98	Common equity	Long	USA
Invesco Exchange-Traded Fund Trust-Invesco S&P 500r Top 50 ETF	3.26 mm	96.00 k shares	5.64	Common equity	Long	USA
iShares Russell 1000 Growth ETF	3.25 mm	12.20 k shares	5.62	Common equity	Long	USA
California State Teachers Retirement System	3.03 mm	135.00 k shares	5.24	Common equity	Long	USA
First Trust Exchange-traded Fund Iv	3.02 mm	66.00 k shares	5.23	Common equity	Long	USA
SMH VanEck Semiconductor ETF	2.99 mm	110.50 k shares	5.18	Common equity	Long	USA
California State Teachers Retirement System	2.98 mm	33.00 k shares	5.16	Common equity	Long	USA
VEVFX Vanguard Explorer Value Fund	2.97 mm	43.40 k shares	5.14	Common equity	Long	USA
Global X Management CO LLC	2.92 mm	75.00 k shares	5.05	Common equity	Long	USA
SMH VanEck Semiconductor ETF	2.04 mm	26.90 k shares	3.53	Common equity	Long	USA
PIMCO ETF Trust	1.60 mm	16.00 k shares	2.77	Common equity	Long	USA
First Trust Exchange-traded Fund Vi	1.49 mm	62.20 k shares	2.57	Common equity	Long	USA
Fidelity Government Portfolio	180.18 k	180.18 k shares	0.31	Short-term investment vehicle	Long	USA

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