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Equity Funds

Capture Global Market Trends

Our Upgrading strategy aims to track major market trends. We change the portfolios of the FundX Upgrader Funds in response to changing market leadership. The Funds can move easily among different areas of the market as new opportunities arise, includng large-cap and small-cap, value and growth and international and domestic.

Allocates a greater percentage of fund assets to more speculative funds including funds that concentrate in specific countries or sectors.
Primarily invests in core, diversified funds with much smaller positions in more speculative funds.

Aims to deliver growth with less severe ups and downs than stocks.

Diversification does not assure a profit or protect against a loss in a declining market.