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XRLX
ETF ticker: NYSE ARCA
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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
48980420.00
Fund Existence
almost 23 years
Turnover
84.00
Capitalization
N/A
Yield
1.75
Total Expense Ratio
1.23
Investment Style
N/A
Risk (Beta)
0.60

Fundamentals

XRLX
Net Assets
49M
Yield
1.75
Fund Existence
almost 23 years
Total Expense Ratio
1.23
Turnover
84.00
Investment Style
N/A
Capitalization
N/A
Risk (Beta)
0.60
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
14
Average Effective Duration
N/A
Average Effective Maturity
N/A
Fund of Funds
Yes
Fund Share Class Net Assets
49.3M
Fund Type
ETF
Index Fund
No
Management Fee
1.00
Modified Duration
N/A
No Load Fund
Yes
Number of Long Holdings
20.00
Number of Net Holdings
21.00
Number of Short Holdings
1.00
Prospectus Acquired Expense Ratio
0.23
Weighting Top Ten Holdings
65.41%
Gain YTD
-9.446
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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