Funds Offered by  

6 funds.    These are mutual funds, unit investment trusts, or interval funds.

SymbolDescriptionTypeInceptionCategory1Category2Category3Strategy/IndexLeverage factorFeesActions
FUNDXFundX Upgrader FundMutual fund11/01/2001Asset AllocationUSModerateActively managed1.00 1.89%Analyze
HOTFXFundX Aggressive Upgrader FundMutual fund07/01/2002US Equity Broad marketLarge capActively managed1.00 2.08%Analyze
INCMXFundX Flexible Income FundMutual fund07/01/2002US Fixed Income Broad marketUnconstrainedActively managed1.00 1.71%Analyze
RELAXFundX Conservative Upgrader FundMutual fund07/01/2002Asset AllocationUSModerateActively managed1.00 1.99%Analyze
SRIFXFundX Sustainable Impact FundMutual fund03/31/2017US Equity Broad marketLarge capActively managed1.00 2.13%Analyze
TACTXFundX Tactical Upgrader FundMutual fund02/29/2008Alternatives Long/short equityUS stocksActively managed1.00 1.63%Analyze
TOTAL6

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