UNBOX Rating, Research - Fundx Etf Aggressive Upgrader

Fundx Etf Aggressive Upgrader (unbox)

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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 unbox mutual fund has great long term potential.

Fund Management Team

Fund Description Update

Fundx Etf Aggressive Upgrader (UNBOX) Description: UNBOX is a mutual fund, which is an investment that owns a basket of assets. The UNBOX 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. UNBOXs minimum initial investment amount is $1000 while the IRA minimum is $1000. UNBOXs expense ratio is roughly 1%. The latest UNBOXs front end load was 0% and the back end load was 0%. The Fundx Etf Aggressive Upgrader (UNBOX) mutual fund falls under the world stock category. UNBOX focuses its investments in EU and USA and UNBOX is not affiliated with a particular industry or fund sector. The Fundx Etf Aggressive Upgrader (UNBOX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find UNBOXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of UNBOXs 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 marketable equity securities (see equity research) of domestic and foreign issuers. It normally invests in the securities of medium- and large-sized growth companies located in at least three countries outside the United States, and usually maintains at least 20% of total assets in U.S. dollar-denominated securities. The fund emphasizes investment in companies in developed countries such as the United States, the countries of Western Europe and certain countries in the Pacific Basin. It may also invest up to 20% of total assets in companies located in developing countries.

Management Analysis Update

Performance Analysis Update