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FundX Upgrader Funds Press

The links below will leave the Fund’s site and enter a third party site. FundX Upgrader Funds are not responsible for any information contained on the third party site.

June 2016 

Investor's Business Daily

"How To Choose An ETF From Exploding Menu Without Losing Your Sanity"

FundX Chief Investment Officer Jason Browne explained why FundX is selective about the ETFs they invest in and shared insights into the firm's three-step selection process. Read more...

May 2016

The Street

"Here Are Four ETFs [That Could Be] for a Steady Portfolio"

In an interview with The Street's Gregg Greenberg, FundX President Janet Brown discussed four conservative ETFs in the Conservative Upgrader Fund (RELAX) portfolio.

April 2015

U.S. News

"Best Funds"

FundX Flexible Total Return (TOTLX) was named the top multialternative fund out of 142 other funds. The US News & World Report Rating is based on an equal weighting of the overall ratings provided by Morningstar, Lipper, Zacks, TheStreet.com, and Standard & Poor's as of March 31, 2015. 

August 2012

Kiplinger’s Personal Finance

“New Findings on Fund Fees”

“FundX Investment Group studied 306 diversified stock funds, both U.S. and foreign, over 21.75 years (that’s how many funds survived the entire period). From the cheapest to the costliest funds, there was an even mix of winners and losers. In other words, fees had no correlation with how well—or how poorly—a fund fared.” Read more...

July 24, 2012

Marketwatch

"FundX’s Brown Bullish on U.S. Large-Cap Growth Stocks”

“Janet Brown, editor of the NoLoad FundX newsletter and co-manager of the FundX Upgrader Fund, believes that anyone looking for investment momentum right now has just one solid place to go: domestic large-cap growth stocks.” Read more...

June 4, 2012

Marketwatch

“Surviving and Thriving without International Funds”

“Jason Browne, chief investment officer at FundX Investment Group says he hasn’t held an international fund ‘for a year and a half now, just because, according to their research, there haven’t been any international funds that have been performing anywhere near close to their domestic counterparts.’” Read more...

January 6, 2012

Wall Street Journal

“Long/Short Equity Funds”

The FundX Tactical Upgrader Fund (TACTX) was highlighted for its one-year performance as of December 31, 2011. Read more...

December 7, 2011

Fidelity.com

“7 ‘Alternative Funds to Help Smooth Out Returns”

“Our goal is to participate more in the gains than we do in the declines, to limit portfolio volatility and to earn a positive return when the primary stock market trend is sideways,” says Jason Browne, a manager of the FundX Tactical Upgrader Fund (TACTX).”

October 29, 2011

New York Times

“The Best Investing Advice? Maybe Not the Conventional Method”

“The best-performing funds over time were not necessarily the ones with the lowest fees, run by the best-known managers or focused on any particular strategy, according to more than 20 years of data examined by DAL Investment.”

October 4, 2011

Wall Street Journal

“Long/Short Equity Funds”

The FundX Tactical Upgrader Fund (TACTX) was highlighted for its one-year performance as of September 30, 2011. Read more...

August 1, 2011

The Street Gregg Greenberg

Follow the Momentum into these Funds

Janet Brown, portfolio manager for the FundX Upgrader fund, names the funds and sectors where she is finding the most momentum.

Disclosures-

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

The opinions expressed are those of author and are subject to change, are not guaranteed and should not be considered recommendations to buy or sell any security.

While the Funds are no-load, management fees and other expenses will apply.

Correlation is a statistical measure of how two securities move in relation to each other.

You cannot invest directly in an index.

MSCI Emerging Markets Index is a float-adjusted market capitalization index that consists of indices in 26 emerging economies. The S&P 500 index is a broad based unmanaged index of 500 stocks, which is widely recognized as representative of the equity market in general.

Click here for TACTX standardized performance. 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.

Fund holdings and sector allocations are subject to change and should not be considered a recommendation to buy or sell any security. Current and future portfolio holdings are subject to risk.

Diversification does not assure a profit nor protect against loss in a declining market.

The U.S. News Mutual Fund Score is produced using an equal weighting of the overall ratings provided by Morningstar, Lipper, Zacks, TheStreet.com and Standard & Poors. Individual fund rating systems are normalized to a 100-point scale based on point totals assigned to individual scoring systems. For Morningstar's and S&P's five-star ranking and Zacks five-point scale, each star or point awarded would receive 20 points. In TheStreet.com's A-to-E scale, a highly rated "A" fund would receive 100 points, while a low-rated "E" would receive 20 points. The five Lipper Leader categories are each worth a total of 20 points, giving 4 points to each 1-to-5 point scale assigned to each section of the Lipper rankings. The U.S. News score is calculated by dividing total points awarded according to the above system by the number data sources (5). The combined U.S. News Mutual Fund Score ranks funds numerically based on this score. Funds with identical scores to one decimal place are awarded the same numerical ranking. Funds must be ranked by all five data sources to receive a U.S. News Mutual Fund Score. The U.S. News Mutual Fund Score groups funds by their Morningstar fund category. However, some systems use different categorizations when ranking funds. 

Current Upgrader Funds Holdings: