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Fundx Upgrader Fund (FUNDX)

US Funds

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

45.91 -1.02 -2.17%

14/10 - Closed. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 140.6M

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FUNDX Holdings

Comprehensive information about top holdings and Key Holding Information for the FundX Upgrader (FUNDX) fund. Our FundX Upgrader 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	0.63	7.98	7.35
Shares	99.33	99.33	0.00
Bonds	0.02	0.02	0.00
Preferred	0.01	0.01	0.00
Other	0.02	0.02	0.00

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	10.88	27.09
Price to Book	1.86	6.97
Price to Sales	0.90	4.58
Price to Cash Flow	4.77	17.91
Dividend Yield	3.22	0.71
5 Years Earnings Growth	11.55	13.19

Sector Allocation

Name	Net %	Category Average
Financial Services	14.15	9.99
Healthcare	13.34	10.97
Energy	12.32	1.41
Technology	10.64	39.25
Consumer Defensive	10.63	3.62
Utilities	9.78	1.16
Industrials	8.49	6.99
Consumer Cyclical	7.79	14.25
Basic Materials	5.89	1.67
Communication Services	4.04	12.69
Real Estate	2.94	1.51

Region Allocation

North America
Latin America
Europe Developed
Asia
Australasia
Africa & Middle East

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 12

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
Invesco S&P 500® Pure Value ETF	-	13.53	-	-
Invesco S&P 500® Low Volatility ETF	-	12.01	-	-
iShares Select Dividend ETF	-	11.83	-	-
Pacer US Cash Cows 100 ETF	-	11.18	-	-
Invesco S&P 500® Pure Growth ETF	-	9.70	-	-
SPDR® S&P Dividend ETF	-	8.43	-	-
WisdomTree US LargeCap Dividend ETF	-	8.12	-	-
First Trust Dorsey Wright Focus 5 ETF	-	7.22	-	-
Xtrackers MSCI EAFE Hedged Equity ETF	-	7.19	-	-
Schwab US Large-Cap Growth ETF™	-	5.64	-	-

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