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XFLX
ETF ticker: NYSE ARCA
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FundX Flexible ETF (XFLX) Ownership - Who owns FundX Flexible ETF?
The investment seeks to generate total return, which is capital appreciation plus current income... Show more
Category: #Multisector Bond
Profile
Category
Multisector Bond
Address
FundX Investment Trust2020 East Financial Way, Suite 100Glendora
Phone
(626) 914-7230
Web
www.upgraderfunds.com
Details
Group
Fixed Income Funds
Category
Multisector Bond
Net Assets
53137290.00
Fund Existence
about 23 years
Turnover
164.00
Capitalization
N/A
Yield
4.60
Total Expense Ratio
1.04
Investment Style
N/A
Risk (Beta)
0.54
Fundamentals
XFLX
Net Assets
53.1M
Yield
4.60
Fund Existence
about 23 years
Total Expense Ratio
1.04
Turnover
164.00
Investment Style
N/A
Capitalization
N/A
Risk (Beta)
0.54
Manager Tenure
N/A
Administrative Fee
N/A
Annual Report Gross Expense Ratio
1.04
Assets in Top Ten Holdings
60.8M
Average Credit Quality
11
Average Effective Duration
N/A
Average Effective Maturity
N/A
Fund of Funds
Yes
Fund Share Class Net Assets
53.1M
Fund Type
ETF
Index Fund
No
Management Fee
0.70
Modified Duration
N/A
No Load Fund
Yes
Number of Long Holdings
13.00
Number of Net Holdings
14.00
Number of Short Holdings
1.00
Prospectus Acquired Expense Ratio
0.34
Weighting Top Ten Holdings
89.60%
Gain YTD
-0.251
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General Information
Category MultisectorBond
Profile
Fundamentals
Details
Category
Multisector Bond
Address
FundX Investment Trust2020 East Financial Way, Suite 100Glendora
Phone
(626) 914-7230
Web
www.upgraderfunds.com