FundX Upgrader Funds

PressBecause Markets ChangeSustainable Impact FundFundX Upgrader Funds. Available at Major Brokers.Join Thousands of Other Investors

One Fund and You're Done

In one mutual fund investment, you get a changing portfolio of 10-40 mutual funds and ETFs.

Knowledgeable Management

Investing in noload mutual funds since 1969. We monitor thousands of mutual funds and ETFs,  and make timely portfolio changes.

Respond to Market Changes

We invest wherever and whenever we perceive strength: Large-cap or Small Cap, Value or Growth, and International or Domestic.

Keep it Simple

You choose the risk level:  we have mutual funds designed to meet your goals.

Our Upgrading investment strategy has the flexibility to invest both domestically and globally in the sectors, regions and strategies we identify as being in synch with current market leadership.

We buy the current best performing funds and ETFs based on near-term performance.  Market leadership rotates between large-cap and small-cap stocks, growth and value styles of investing, and global geographic regions. Because many managers don’t change their particular styles when the market leadership changes, we align the portfolio seeking to capture leadership trends. We move incrementally to top ranked funds in our scoring system by progressively selling the lower ranked funds and reinvesting in the new leaders.


The FundX Upgrader Funds are offered only to United States residents, and information on this site is intended only for such persons. Nothing on this web site should be considered a solicitation to buy or an offer to sell shares of any FundX Upgrader Fund in any jurisdiction where the offer or solicitation would be unlawful under the securities laws of such jurisdiction.

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