FundX Tactical Upgrader
Mk-wi-t4 777 East Wisconsin Avenue Milwaukee WI 53202
Map
Phone: 866-455-3863
Janet Brown
Lead Manager since
29-Feb-08 | | | 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 long-term capital appreciation; capital preservation is a secondary consideration. The fund invests in no-load and load waived mutual funds as well as exchange-traded funds. The advisor uses an upgrading investment strategy to manage the fund and to select the upgrading underlying funds. |
| Last Dividend
| N/A | | Last Cap Gain
| N/A | | Annual Holdings Turnover
| N/A | | Average for Category:
| 61.53% |
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| Expense | TACTX | Category
Avg | | Total Expense Ratio: | %
| 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*: |
$661 | $695 | | 5 Yr Expense Projection*: |
$N/A | $1,090 | | 10 Yr Expense Projection*: |
$N/A | $2,150 |
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11.08% Nasdaq 
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