Simple, Diversified, & Actively Managed Portfolios of Sector Funds & ETFs
Many of the FundX Upgrader Funds invest in sector funds and ETFs, as shown on the graphic below. Investors who want exposure to more speculative funds but don’t want to select and manage a portfolio of these more aggressive funds may opt to invest in one of the FundX Upgrader Funds.
The Funds may also be a solution for investors who have smaller accounts and may not be able to adequately diversified their exposure to different sectors. For as little as $1,000, a investor in one of the FundX Upgrader Funds can access a full portfolio of sector funds and ETFs.
FundX Upgrader Funds Speculative Funds Exposure
as of 6/30/11
Diversification does not assure a profit or protect against a loss in a declining market.