SRIFX FundX Sustainable Impact Fund

This is an open ended mutual fund. The investment seeks long-term capital appreciation. The fund is a fund-of-funds, which invests in mutual funds and ETFs ( underlying funds ). It seeks to invest substantially all and, under normal circumstances, at least 80% of its net assets, plus borrowings for investment purposes, in sustainable impact investments. Sustainable impact investing incorporates non-financial performance indicators that measure a company& 39 s management of risks associated with environmental sustainability, social concerns, and corporate governance ( ESG Factors ) in an effort to generate long-term competitive investment performance and positive societal impact.

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As of 08/04/2021


Mutual Fund Information
Sponsor:     Fund X Funds
Category1:  US Equity
Category2:  Broad market
Category3:  Large cap
Morningstar category:  Large Growth
Investment style: Actively managed
Leverage factor:  1.00
Inception date:     03/31/2017
Market cap:     $0
Current yield:     0.00%
Fees:     2.1300%
All SEC Filings:  SEC Edgar Online
Summary Prospectus:  497
Semi-Annual filings:  N-CSR
Quarterly holdings:  NPORT
CUSIP:  360876700
ISIN:    US3608767006
Investment style: Actively managed

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