FundX Sustainable Impact Fund (SRIFX)

COMING SOON


The FundX Sustainable Impact Fund (the “Sustainable Fund”) seeks long-term capital appreciation.

The Sustainable Impact Fund aims to help you build a better world and build wealth so that you can retire comfortably, meet lifelong investment goals and make a difference. SRIFX is managed using the same strategy we’ve been using for nearly 50 years. It seeks to own funds with strong environmental, social and corporate governance (ESG) ratings and strong recent returns.

The Sustainable Impact Fund employs a three step process

Step 1: A comprehensive and rigorous screen of the mutual fund and ETF universe  to find sustainable funds and funds with above average ESG ratings.  We include funds dedicated to sustainable responsible impact (SRI) investing and those whose portfolios that meet a minimum level of ESG rating.

Step 2: Classify  funds by risk separating the most aggressive funds from the most conservative.

Step 3: Finally, rank funds by recent returns and invest in the top performers. We believe recent returns are the best indicator of future near-term performance.

Invest Today for a Better Tomorrow
 

The fund's investment objectives, risks, charges and expenses must be considered carefully before investing. The prospectus contains this and other important information about the investment company, and it may be obtained by calling 866-455-FUND (3863), or visiting http://www.sustainableimpactfund.com/. Read it carefully before investing.

The information in this communication is not complete and may be changed. We may not sell these securities until the registration statement filed with the Securities and Exchange Commission is effective. This communication is not an offer to sell these securities and is not soliciting an offer to buy these securities in any state where the offer or sale is not permitted.

Performance Data will be available for this fund after completion of the first calendar quarter (3/31/2017).

Expense Ratios
Gross 1.84

Performance data quoted represents past performance; past performance does not guarantee future results. The investment return and principal value of an investment will fluctuate so that an investor's shares, when redeemed, may be worth more or less than their original cost. Current performance of the fund may be lower or higher than the performance quoted. Performance data quoted is current to the most recent month end. Returns shown are cumulative, unless otherwise noted.

The fund's investment objectives, risks, charges and expenses must be considered carefully before investing. The prospectus contains this and other important information about the investment company, and it may be obtained by calling 866-455-FUND (3863), or visiting http://www.sustainableimpactfund.com/. Read it carefully before investing.

The information in this communication is not complete and may be changed. We may not sell these securities until the registration statement filed with the Securities and Exchange Commission is effective. This communication is not an offer to sell these securities and is not soliciting an offer to buy these securities in any state where the offer or sale is not permitted.

Holdings data will be available after 1/31/2017

  • Fund holdings are subject to change at any time and are not recommendations to buy or sell any of the underlying funds.

    References to other mutual funds should not be considered an offer of these securities.

    The fund's investment objectives, risks, charges and expenses must be considered carefully before investing. The prospectus contains this and other important information about the investment company, and it may be obtained by calling 866-455-FUND (3863), or visiting http://www.sustainableimpactfund.com/. Read it carefully before investing.

    The information in this communication is not complete and may be changed. We may not sell these securities until the registration statement filed with the Securities and Exchange Commission is effective. This communication is not an offer to sell these securities and is not soliciting an offer to buy these securities in any state where the offer or sale is not permitted.

Fund distributions will be available in 2017.

The fund's investment objectives, risks, charges and expenses must be considered carefully before investing. The prospectus contains this and other important information about the investment company, and it may be obtained by calling 866-455-FUND (3863), or visiting http://www.sustainableimpactfund.com/. Read it carefully before investing.

The information in this communication is not complete and may be changed. We may not sell these securities until the registration statement filed with the Securities and Exchange Commission is effective. This communication is not an offer to sell these securities and is not soliciting an offer to buy these securities in any state where the offer or sale is not permitted.