How to Invest

When you invest in the FundX Upgrader Funds, you are our client. Just like our private money management clients, the FundX Upgrader Funds provide you with a set portfolio which we Upgrade on your behalf.

For help choosing which funds to invest in, our Investor Questionnaire is available in each issue of The Upgrader.

Ready to invest? Open an Account.

Download the Prospectus and Application

Combined Prospectus - We recommend that you read the prospectus carefully before investing. Click here to download.

• Prospectus
• Statement of Additional Information (SAI)

Applications - Select the application you wish to download below.

• Application
• IRA Application
• IRA Transfer Application
• IRA Disclosures (50 Pages)

To Invest By Wire

Click here for Wire Instructions

Call 1-866-455-FUND (3863) to receive the prospectus or application in the mail.

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