FundX Conservative Upgrader Fund
Open-end / ETFRegistrant
FundX Investment Trust
Net Assets
$57,758,744
Holdings
19
Latest Report
Sep 30, 2023
Net Assets Over Time
Holdings · 19
Export CSV| Holding | Symbol | Balance | Value | % of Fund | Side | Category | Open |
|---|---|---|---|---|---|---|---|
|
iShares Broad USD Investment G
|
464288620 | 126,100 | $6,061,627 | 10.49% | Long | EC | |
|
Janus Henderson AAA CLO ETF
|
47103U845 | 95,400 | $4,801,482 | 8.31% | Long | EC | |
|
Vanguard Growth ETF
|
922908736 | 12,900 | $3,512,799 | 6.08% | Long | EC | |
|
iShares Russell Top 200 Growth
|
464289438 | 22,700 | $3,491,941 | 6.05% | Long | EC | |
|
Vanguard Mega Cap Growth ETF
|
921910816 | 15,300 | $3,471,570 | 6.01% | Long | EC | |
|
Schwab U.S. Large-Cap Growth E
|
808524300 | 47,600 | $3,461,472 | 5.99% | Long | EC | |
|
iShares MSCI USA Quality Facto
|
46432F339 | 26,200 | $3,452,898 | 5.98% | Long | EC | |
|
Invesco Exchange-Traded Fund T
|
46137V233 | 96,000 | $3,260,160 | 5.64% | Long | EC | |
|
iShares Russell 1000 Growth ET
|
464287614 | 12,200 | $3,245,078 | 5.62% | Long | EC | |
|
SPDR Portfolio High Yield Bond
|
78468R606 | 135,000 | $3,026,700 | 5.24% | Long | EC | |
|
First Trust Senior Loan ETF
|
33738D309 | 66,000 | $3,018,840 | 5.23% | Long | EC | |
|
VanEck Fallen Angel High Yield
|
92189F437 | 110,500 | $2,990,130 | 5.18% | Long | EC | |
|
SPDR Bloomberg High Yield Bond
|
78468R622 | 33,000 | $2,983,200 | 5.16% | Long | EC | |
|
Vanguard Russell 1000 Growth E
|
92206C680 | 43,400 | $2,970,296 | 5.14% | Long | EC | |
|
Global X S&P 500 Covered Call
|
37954Y475 | 75,000 | $2,916,750 | 5.05% | Long | EC | |
|
VanEck Morningstar Wide Moat E
|
92189F643 | 26,900 | $2,040,096 | 3.53% | Long | EC | |
|
PIMCO Enhanced Short Maturity
|
72201R833 | 16,000 | $1,602,240 | 2.77% | Long | EC | |
|
First Trust Tcw Unconstrained
|
33740F888 | 62,200 | $1,486,580 | 2.57% | Long | EC | |
|
Fidelity Government Portfolio
|
316175108 | 180,178 | $180,178 | 0.31% | Long | STIV |