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Performance

Historical NAV

Distributions

Historical Distributions

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2009 Year End Distributions

The FundX Upgrader Funds will not make any capital gain distributions in 2009.

The Funds may distribute income. Estimated distribution information for the FundX Upgrader Funds is available below. 

Per-share distribution information is provided to aid in your 2009 tax planning. Per-share distributions are paid to shareholders of record on the fund's record date (Dec. 31, 2009). On the Ex. Date (Jan. 4, 2010), each fund's share price is reduced by the amount of its distribution.

Although the FundX Upgrader Funds make distributions on the first business day of 2010, they are taxable in 2009. 

2009 FundX Upgrader Funds Estimated Distributions
Fund Name Ticker Total Income Dividend Short Term Cap Gain Long Term Cap Gain Total Cap Gain Date
FUNDX Upgrader Fund FUNDX
0.13977
None
None
None

Ex. Date

1/4/10

FUNDX Aggressive Upgrader Fund HOTFX
0.12768
None
None
None

Ex. Date

1/4/10

FUNDX Conservative Upgrader Fund RELAX
0.34179
None
None
None

Ex. Date

1/4/10

FUNDX Flexible Income Fund INCMX
0.73310
None
None
None

Ex. Date

1/4/10

FUNDX Aggressive ETF Upgrader Fund UNBOX
0.16910
None
None
None

Ex. Date

1/4/10

FUNDX ETF
Upgrader Fund
REMIX
0.27735
None
None
None

Ex. Date

1/4/10

FUNDX Tactical Upgrader Fund TACTX
0.19418
None
None
None

Ex. Date

1/4/10

FUNDX Tactical Total Return Fund TOTLX
0.24464
None
None
None

Ex. Date

1/4/10

Updated 1/4/2010

Click here to see Historical Distribution Information

 

 

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