FundX Conservative Upgrader
615 East Michigan Street
Map
Phone: 866-455-3863
| Category: | World Stock | | Fund Family: | Fund X | | Net Assets: | 78.27M | | Year-to-Date Return: | -9.85% | | Yield: | 2.23% | | Morningstar Rating: |  | | Fund Inception Date: | 01-Jul-02 |
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Janet Brown
Lead Manager since
01-Jul-02 | | | Brown is a president and portfolio manager with DAL Investment Company, her employer since 1978. |
| Min Initial Investment: | $2,500 | | Min Initial Investment, IRA: | $1,000 | | Min Initial Investment, AIP: | $500 | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | $100 | | Min Subsequent Investment, AIP: | $100 |
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| The investment seeks to maximize capital appreciation over the long term without regard to income. The fund invests primarily in no-load and load-waived mutual funds. It invests primarily in other mutual funds that have an investment objective similar to the fund's or that otherwise are permitted investments under the fund's investment policies described herein. Nevertheless, the mutual funds purchased by the fund likely have certain investment policies and use certain investment practices that may be different from those of the fund and not described herein. |
| Last Dividend
| N/A | | Last Cap Gain
| N/A | | Annual Holdings Turnover
| 101.00% | | Average for Category:
| 61.53% |
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| Expense | RELAX | Category
Avg | | Total Expense Ratio: | 1.25%
| 1.56% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.27% | | Max Deferred Sales Load: | 0.00%
| 2.63% | | 3 Yr Expense Projection*: |
$665 | $695 | | 5 Yr Expense Projection*: |
$1,142 | $1,090 | | 10 Yr Expense Projection*: |
$2,460 | $2,150 |
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1.49% Nasdaq 
0.27%
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