FUNDX FundX Upgrader Fund

This is an open ended mutual fund. The investment seeks to maximize capital appreciation over the long term without regard to income. The fund is a fund-of-funds and as such invests primarily in no-load and load-waived mutual funds including ETFs. The Advisor actively manages the fund& 39 s portfolio using a proprietary investment strategy called Upgrading which seeks to capture global market trends. The Advisor invests in the underlying funds that it considers to be in sync with current market leadership.

As of 08/04/2021

Mutual Fund Information
Sponsor:     Fund X Funds
Category1:  Asset Allocation
Category2:  US
Category3:  Moderate
Morningstar category:  Allocation--85%+ Equity
Investment style: Actively managed
Leverage factor:  1.00
Inception date:     11/01/2001
Market cap:     $0
Current yield:     0.00%
Fees:     1.8900%
All SEC Filings:  SEC Edgar Online
Summary Prospectus:  497
Semi-Annual filings:  N-CSR
Quarterly holdings:  NPORT
CUSIP:  360876106
ISIN:    US3608761066
Investment style: Actively managed

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