FundX Investment Trust's FundX Upgrader Fund (FUNDX) has disclosed 12 total holdings in their latest N-PORT filing with the SEC for the
portfolio date of 2022-09-30. The current portfolio value is calculated to be $139.00 Mil, only including common equities, preferred
equities, ETFs, options and warrants for equities. The turnover rate is 32%.
FundX Upgrader Fund (FUNDX)'s
Total Assets is $140.84 Mil , Total Liabilities is $242,050.00 , Net Assets is $140.60 Mil.
In FundX Upgrader Fund (FUNDX)'s current portfolio as of 2022-09-30, the top 5 holdings are
Invesco S&P 500 Pure Value ETF (RPV), Invesco S&P 500 Low Volatility ETF (SPLV), iShares Select Dividend ETF (DVY), Invesco S&P 500 Pure Growth ETF (RPG) and Pacer US Cash Cows 100 ETF (COWZ),
not including call and put options.
FundX Upgrader Fund (FUNDX) did not buy any new stocks in the current portfolio.
Please visit the "Current Portfolio" tab to see the mutual fund's current and past N-PORT holdings for FundX Upgrader Fund (FUNDX), as well as holding map,
valuations for each stock, which positions are undervalued, have low PE Ratios, are considered high quality and recently traded at 52-week lows, etc.
Please visit the "Stock Picks" tab to see the mutual fund's latest trades and stock picks for FundX Upgrader Fund (FUNDX), which include data from form N-PORT.
Please visit the "Summary" page to see the top 10 holdings, recent stock picks, performance, sector / industry breakdown details, as well as past holding history summary for FundX Upgrader Fund.
