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XRLX
ETF ticker: NYSE ARCA
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CHANGE
NET ASSETS
FundX Conservative ETF (XRLX) Ownership - Who owns FundX Conservative ETF?
The investment seeks to obtain capital appreciation over the long term while at times providing a low level of current income to reduce portfolio volatility... Show more
Category: #Trading
Profile
Category
Tactical Allocation
Address
FundX Investment Trust2020 East Financial Way, Suite 100Glendora
Phone
(626) 914-7230
Web
www.upgraderfunds.com
Details
Group
Alternative Funds
Category
Trading
Net Assets
53000484.00
Fund Existence
almost 23 years
Turnover
84.00
Capitalization
N/A
Yield
1.69
Total Expense Ratio
1.23
Investment Style
N/A
Risk (Beta)
0.61
Fundamentals
XRLX
Net Assets
53M
Yield
1.69
Fund Existence
almost 23 years
Total Expense Ratio
1.23
Turnover
84.00
Investment Style
N/A
Capitalization
N/A
Risk (Beta)
0.61
Manager Tenure
N/A
Administrative Fee
N/A
Annual Report Gross Expense Ratio
1.23
Assets in Top Ten Holdings
37.5M
Average Credit Quality
11
Average Effective Duration
N/A
Average Effective Maturity
N/A
Fund of Funds
Yes
Fund Share Class Net Assets
53M
Fund Type
ETF
Index Fund
No
Management Fee
1.00
Modified Duration
N/A
No Load Fund
Yes
Number of Long Holdings
23.00
Number of Net Holdings
24.00
Number of Short Holdings
1.00
Prospectus Acquired Expense Ratio
0.23
Weighting Top Ten Holdings
61.90%
Gain YTD
-0.387
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General Information
Category Trading
Profile
Fundamentals
Details
Category
Tactical Allocation
Address
FundX Investment Trust2020 East Financial Way, Suite 100Glendora
Phone
(626) 914-7230
Web
www.upgraderfunds.com