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Fundx Conservative Upgrader Fund (0P000036N0)

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FundX Conservative Upgrader Fund historical data, for real-time data please try another search

35.410 +0.030 +0.08%

05/10 - Closed. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 57.76M

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0P000036N0 Holdings

Comprehensive information about top holdings and Key Holding Information for the FundX Conservative Upgrader Fund (0P000036N0) fund. Our FundX Conservative Upgrader Fund portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name	Net %	Long %	Short %
Cash	1.400	2.310	0.910
Shares	55.320	55.400	0.080
Bonds	43.240	43.680	0.440
Convertible	0.030	0.030	0.000
Preferred	0.010	0.010	0.000

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	22.128	16.552
Price to Book	5.675	2.604
Price to Sales	3.331	1.788
Price to Cash Flow	16.588	10.079
Dividend Yield	1.102	2.489
5 Years Earnings Growth	12.867	10.550

Sector Allocation

Name	Net %	Category Average
Technology	39.130	22.250
Consumer Cyclical	13.880	10.491
Healthcare	11.810	10.470
Communication Services	11.810	8.484
Financial Services	8.610	15.950
Industrials	5.040	10.978
Consumer Defensive	4.420	6.748
Energy	1.830	4.646
Basic Materials	1.770	4.468
Real Estate	1.130	5.090
Utilities	0.560	2.933

Region Allocation

North America
Latin America
Europe Developed
Asia

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 19

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
iShares Broad USD Investment Grade Corporate Bond	US4642886208	10.54	52.63	+0.15%
Janus Henderson AAA CLO ETF	-	8.35	-	-
Vanguard Growth	US9229087369	6.11	489.62	+0.96%
iShares Russell Top 200 Growth	US4642894384	6.07	278.68	+0.92%
Vanguard Mega Cap Growth	US9219108167	6.04	411.96	+1.06%
Schwab US Large-Cap Growth	US8085243009	6.02	32.69	+1.08%
iShares MSCI USA Quality Factor ETF	-	6.00	-	-
Invesco S&P 500 Top 50	US46137V2337	5.67	58.69	+1.07%
iShares Russell 1000 Growth	US4642876142	5.64	477.19	+0.90%
SPDR® Portfolio High Yield Bond ETF	-	5.26	-	-

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