FUNDX Rating, Research - Fundx Upgrader

Fundx Upgrader (fundx)

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Short Term Rating Stock Ratings Help

Asset Allocation (% of Port)

US Stocks
Non-US Stocks

Geographic Allocation (% of Port)

North America
South America
Australia + Pacific Islands
Long Term Rating Stock Ratings Help


SWOT Statistics

Strengths + Opportunities = 0

Threats + Weaknesses = 0

When strengths & opportunities substantially exceed threats & weaknesses an investment in the fundx mutual fund has great long term potential.

Fund Management Team

Fund Description Update

Fundx Upgrader (FUNDX) Description: FUNDX is a mutual fund, which is an investment that owns a basket of assets. The FUNDX mutual fund was provided by Fundx and this investment vehicle derives the majority of its value from equity holdings (stocks). Fundxs mutual fund has a medium management tenure and is in the average fund size classification. FUNDXs minimum initial investment amount is $1000 while the IRA minimum is $1000. FUNDXs expense ratio is roughly 1%. The latest FUNDXs front end load was 0% and the back end load was 0%. The Fundx Upgrader (FUNDX) mutual fund falls under the world stock category. FUNDX focuses its investments in EU and USA and FUNDX is not affiliated with a particular industry or fund sector. The Fundx Upgrader (FUNDX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find FUNDXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of FUNDXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks long-term growth of capital. The fund normally invests at least 65% of total assets in common stocks (see stock research), convertible securities, warrants and other equity securities (see equity research), such as ADRs and International Depositary Receipts, of U.S. and foreign companies. It may also invest up to 20% of total assets in convertible and nonconvertible debt securities below investment grade, also known as junk bonds, or unrated securities, which This investment vehicle adviser has determined to be of comparable quality. The funds non-diversified.

Management Analysis Update

Fundx Upgrader's executives / managers make better investing decisions, because their assets are invested along side their client's. Fundx Upgrader's management team has a long history of working together. This helps ensure consistent future returns. The fundx fund does not have a history of big fund withdrawals. This helps reduce large tax payments to current investors. Fundx Upgrader has a consistent strategy that will help it to outperform in the future.

Performance Analysis Update