TACTX Rating, Research - Fundx Tactical Upgrader

Fundx Tactical Upgrader (tactx)

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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 tactx mutual fund has great long term potential.

Fund Management Team

Fund Description Update

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

Portfolio Strategy Update

This investment vehicle seeks to maximize capital appreciation over the long term without regard to income. The fund normally invests at least 80% of net assets in ETFs. It purchases shares of ETFs in the secondary market and not directly from the ETFs. In selecting investments for the funds' portfolios, the advisor employs an upgrading investment strategy. It is non-diversified.

Management Analysis Update

Performance Analysis Update