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FundX Investment Trust - FundX Conservative Upgrader Fund(NASDAQMUTFUND) RELAX

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)+49%
5 Year+18%
1 Year+3%
1 Month-2%
$0.00
+0.00%
+0.00Today
FundX Investment Trust - FundX Conservative Upgrader Fund last closing stock price
MetricPriceDate
Last closeUSD 35.702023-10-06
FundX Investment Trust - FundX Conservative Upgrader Fund stock price return by period
PeriodPrice returnPrice at period startPeriod start date
1 week+0.59%USD 35.492023-09-29
1 month-2.14%USD 36.482023-09-06
3 month-0.7%USD 35.952023-07-07
Year to date+1.03%USD 35.332022-12-30
1 year+3.02%USD 34.652022-10-06
3 year+5.74%USD 33.762020-10-06
5 year+17.53%USD 30.372018-10-05
Since inception+48.52%USD 24.042014-09-02

FundX Investment Trust - FundX Conservative 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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Net Income (TTM)

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EPS (TTM)

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P/E Ratio

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Dividend

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Beta (Volatility)

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Price

$0.00

Volume

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Open

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Previous Close

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Daily Range

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52-Week Range

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Estimated Earnings Date

N/A

RELAX News

No articles available.

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About FundX Investment Trust - FundX Conservative Upgrader Fund

FundX Conservative Upgrader Fund operates as a 'fund-of-funds,' primarily allocating capital to other investment vehicles. The fund employs a proprietary investment strategy called 'Upgrading,' which seeks to capitalize on prevailing global market trends.

Products and Services
  • Investment in no-load or load-waived mutual funds
  • Allocation to exchange-traded funds (ETFs)
  • Dynamically managed portfolio overseen by experienced advisors
Growth Outlook
  • Market capitalization stands at approximately $57.76 million
  • Dividend yield of 2.57% reflects consistent income generation
  • Stock price range between $34.58 and $37.17 indicates stability
Financial Highlights
  • Recent dividend paid of $0.91613 per share
  • Trailing twelve months (TTM) dividend yield of 2.57%
  • Current stock price of $35.70 shows potential for growth
The FundX Conservative Upgrader Fund focuses on a diversified investment approach, utilizing a mix of mutual funds and ETFs to achieve its objectives. The fund's strategy is designed to adapt to changing market conditions, aiming to enhance returns while managing risk. With a solid dividend yield and a stable stock price range, the fund presents an attractive option for investors seeking a conservative investment vehicle. The management team’s expertise in navigating market trends further supports the fund's potential for growth and income generation.
AI Generated • Aug 19, 2026

Industry

Capital Markets

Sector

Financials

Headquarters

San Francisco, CA 94104-4138

RELAX Financials

Key Financial Metrics (TTM)

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Net Income Margin

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Return on Equity

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Return on Capital

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Return on Assets

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Earnings Yield

N/A

Dividend Yield

2.57%

Payout Ratio

N/A

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.

Shares Outstanding

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Operating Income

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EBITDA

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Capital Expenditure

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Free Cash Flow

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Total Debt

N/A

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Questions About RELAX

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

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

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

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

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

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

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

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

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

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

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