TACTX FundX Tactical Upgrader Fund

This is an open ended mutual fund. The investment seeks long-term capital appreciation with less volatility than the broad equity market capital preservation is a secondary consideration. The fund is a fund-of-funds and as such invests in no-load and load waived mutual funds and ETFs underlying funds . The underlying funds in turn invest primarily in individual securities such as common stocks and bonds. The Advisor actively manages the fund& 39 s equity portfolio using a proprietary investment strategy called Upgrading which seeks to capture global market trends.

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As of 08/04/2021


Mutual Fund Information
Sponsor:     Fund X Funds
Category1:  Alternatives
Category2:  Long/short equity
Category3:  US stocks
Morningstar category:  Long-Short Equity
Investment style: Actively managed
Leverage factor:  1.00
Inception date:     02/29/2008
Market cap:     $0
Current yield:     0.00%
Fees:     1.6300%
All SEC Filings:  SEC Edgar Online
Summary Prospectus:  497
Semi-Annual filings:  N-CSR
Quarterly holdings:  NPORT
CUSIP:  360876502
ISIN:    US3608765026
Investment style: Actively managed

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