FundX Investment Trust - FundX Aggressive Upgrader Fund(NASDAQMUTFUND) HOTFX

Market CapN/AMarket cap calculated using publicly traded shares outstanding only. Does not include unlisted, private, or dual-class non-traded shares. Implied market cap may vary.
Since IPO (2014)+43%
5 Year+25%
1 Year-20%
1 Month-8%
$0.00
+0.00%
+0.00Today
FundX Investment Trust - FundX Aggressive Upgrader Fund last closing stock price
MetricPriceDate
Last closeUSD 46.362022-10-14
FundX Investment Trust - FundX Aggressive Upgrader Fund stock price return by period
PeriodPrice returnPrice at period startPeriod start date
1 week-0.9%USD 46.782022-10-07
1 month-8.49%USD 50.662022-09-14
3 month-5.64%USD 49.132022-07-15
Year to date-21.47%USD 59.032021-12-31
1 year-19.52%USD 57.602021-10-14
3 year+11.07%USD 41.742019-10-15
5 year+24.82%USD 37.142017-10-13
Since inception+43.4%USD 32.332014-09-02

FundX Investment Trust - FundX Aggressive Upgrader Fund Financials at a Glance

Market Cap

N/AMarket cap calculated using publicly traded shares outstanding only. Does not include unlisted, private, or dual-class non-traded shares. Implied market cap may vary.

Revenue (TTM)

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Dividend

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Beta (Volatility)

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Price

$0.00

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Open

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Previous Close

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52-Week Range

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Estimated Earnings Date

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HOTFX News

No articles available.

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About FundX Investment Trust - FundX Aggressive Upgrader Fund

FundX Aggressive Upgrader Fund operates as a "fund-of-funds," primarily allocating capital to a selection of no-load and load-waived mutual funds, along with various exchange-traded funds (ETFs). The investment strategy focuses on individual securities, such as common stocks, with active oversight from the Fund Advisor.

Products and Services
  • Investment in no-load and load-waived mutual funds
  • Allocation to various exchange-traded funds (ETFs)
  • Proprietary investment strategy named "Upgrading"
Growth Outlook
  • Market capitalization stands at approximately $24.7 million
  • Consistent focus on capitalizing on global market trends
  • Investment strategy aims to enhance portfolio performance
Financial Highlights
  • Recent stock price is $46.36, stable over the past year
  • Beta of 0.89 indicates lower volatility compared to the market
  • No dividends paid, focusing on capital appreciation
The FundX Aggressive Upgrader Fund is designed for investors seeking exposure to a diversified portfolio of mutual funds and ETFs, with a focus on individual securities. The proprietary "Upgrading" strategy aims to leverage market trends, potentially enhancing returns. With a stable stock price and a lower beta, the fund presents a unique opportunity for those interested in asset management.
AI Generated • Oct 14, 2026

Industry

Capital Markets

Sector

Financials

Headquarters

San Francisco, CA 94104-4138

HOTFX Financials

Key Financial Metrics (TTM)

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Stock Overview

Market Cap

N/AMarket cap calculated using publicly traded shares outstanding only. Does not include unlisted, private, or dual-class non-traded shares. Implied market cap may vary.

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Questions About HOTFX

What is the current price of FundX Investment Trust - FundX Aggressive Upgrader Fund?

FundX Investment Trust - FundX Aggressive Upgrader Fund is trading at N/A per share.

What is the 52-week range for FundX Investment Trust - FundX Aggressive Upgrader Fund?

Over the past 52 weeks, FundX Investment Trust - FundX Aggressive Upgrader Fund has traded between N/A and N/A.

How much debt does FundX Investment Trust - FundX Aggressive Upgrader Fund have?

FundX Investment Trust - FundX Aggressive Upgrader Fund total debt is unavailable.

How much cash does FundX Investment Trust - FundX Aggressive Upgrader Fund have on hand?

FundX Investment Trust - FundX Aggressive Upgrader Fund does not have cash on hand data available.

What is FundX Investment Trust - FundX Aggressive Upgrader Fund’s dividend yield?

FundX Investment Trust - FundX Aggressive Upgrader Fund does not currently have a dividend yield.

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