FundX ETF Upgrader

 (MUTF:REMIX)   Watch this mutual fund  
Find more results for MUTF:REMIX

Performance

Trailing returns

1 day
   
-0.14%  
1 week   +0.80%
   
4 week
   
-2.50%  
3 month   +3.74%
   
YTD   +0.83%
   
1 year   +16.93%
   
3 years*   +7.66%
   
5 years*   +13.96%
   
*annualized
Best 3 month return+22.60%  
Worst 3 month return-31.36%  

Morningstar statistics

Morningstar category: Large Blend
  Return Risk Rating
3 years Low Below Average
5 years Low Average
10 years     -     - -
Overall Low Average
Morningstar style  Learn more
      Large
      Mid
      Small
Value Blend Growth  

Key statistics

Total assets7.47M 
Front load-  
Deferred load-  
Expense ratio1.51%  
Management fee-  
Fund familyFund X 

Asset allocation

Cash0.13%  
Stocks99.85%  
Bonds0.00%  
Other0.02%  

Purchase information

Initial$1,000  
Additional$100  
IRA Initial$1,000  
AIP Initial$500  
AIP Additional$100  
27.72-0.04(-0.16%)
May 2, 4:00PM EDT Overall Morningstar RatingTM

Description

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 at least 80% of its net assets in underlying funds that are ETFs. It will invest predominantly in Core Equity underlying funds, which generally invest in diversified portfolios of equity securities of well-established U.S. and foreign companies with a wide range of market capitalizations. The fund may purchase, without limit, shares of underlying funds that invest in domestic, international, and global securities.
Fund filings (PDF) »
Advisor Company:
FundX Investment Group, LLC
Fund family reports on Morningstar »
c/o US Bancorp Mutual Fund Services, LLC, PO Box 701, Milwaukee, WI 53201, USA

Risk

  1 year 3 years 5 years 10 years  
Alpha* -5.17 -5.30 -4.59     -
Beta* 1.10 0.96 1.02     -
Mean annual return 1.32 0.66 1.19     -
R-squared* 87.84 91.30 93.08     -
Standard deviation 11.68 12.44 14.25     -
Sharpe ratio 1.35 0.63 0.99     -
* Against standard index

Top 10 holdings