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FundX Sustainable Impact Fund (SRIFX)

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

Holdings data will be available after 4/30/2017

  • 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). Read it carefully before investing.

Holdings as of 04-30-2017

Name
Ticker
Holding %
Aggressive Funds
Ariel Appreciation
CAAPX
3.80
Calvert Sm Cap Y
CSCYX
3.80
Oppenheimer Glb Opps Y
OGIYX
4.40
Aggressive Funds Total 12.00
Core Funds
AB Sust Glb Thematic Adv
ATEYX
10.80
Ariel Fund I
ARAIX
14.10
Dodge & Cox Global Stock
DODWX
8.40
Dodge & Cox Stock Fund
DODGX
8.30
Lazard Glb Listed Infra Inst
GLIFX
7.50
Oakmark Global
OAKGX
7.90
Oakmark International
OAKIX
8.60
Parnassus Endeavor I
PFPWX
14.10
SPDR DJIA Trust
DIA
7.50
Core Funds Total 87.20
Cash
Cash
CASH
0.80
Cash Total 0.80

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.

Fund distributions will be available in 2018.

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). Read it carefully before investing.