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Upturn AI SWOT - About
FundX Aggressive ETF (XNAV)
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Upturn Advisory Summary
04/01/2025: XNAV (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Outstanding Performance
These Stocks/ETFs, based on Upturn Advisory, have historically outperformed the market, making them a top-tier choice for investors.
Analysis of Past Performance
Type ETF | Historic Profit 13.27% | Avg. Invested days 61 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Volume (30-day avg) 297 | Beta 0.95 | 52 Weeks Range 59.22 - 75.59 | Updated Date 04/2/2025 |
52 Weeks Range 59.22 - 75.59 | Updated Date 04/2/2025 |
Upturn AI SWOT
FundX Aggressive ETF
ETF Overview
Overview
The FundX Aggressive ETF (AGGX) seeks aggressive capital appreciation by investing primarily in other ETFs, utilizing a tactical asset allocation strategy to overweight sectors and asset classes expected to outperform. The fund's investment approach is based on quantitative analysis and momentum indicators to identify potentially high-growth opportunities.
Reputation and Reliability
FundX is a smaller ETF issuer known for its tactical asset allocation strategies. While not a large player like Vanguard or BlackRock, it focuses on actively managed ETFs.
Management Expertise
The management team utilizes a quantitative, rules-based approach, seeking to identify and capitalize on market trends. They have experience in active management and tactical asset allocation.
Investment Objective
Goal
To seek aggressive capital appreciation.
Investment Approach and Strategy
Strategy: The ETF does not track a specific index. Instead, it uses a tactical asset allocation strategy, actively selecting other ETFs based on momentum and quantitative factors.
Composition The ETF's holdings consist primarily of other ETFs across various sectors, asset classes (e.g., equities, bonds, real estate), and potentially international markets. The exact mix can vary significantly depending on the fund's tactical allocation decisions.
Market Position
Market Share: AGGX's market share is relatively small compared to broad market or sector ETFs.
Total Net Assets (AUM): 33870000
Competitors
Key Competitors
- Invesco QQQ Trust (QQQ)
- SPDR S&P 500 ETF Trust (SPY)
- iShares Core Growth Allocation ETF (AOR)
Competitive Landscape
The competitive landscape is dominated by large, established ETFs tracking broad market indices or specific sectors. AGGX differentiates itself with its active, tactical approach, which can lead to higher potential returns but also higher risk and fees. Competitors like QQQ and SPY offer broader market exposure at lower cost, while AOR is a more moderate allocation ETF.
Financial Performance
Historical Performance: Historical performance data is available from fund providers, reflecting its returns over various periods. Performance may vary significantly based on market conditions and the effectiveness of its tactical allocation decisions.
Benchmark Comparison: The ETF does not have a directly comparable benchmark due to its tactical approach. Performance is often compared to a blend of equity and fixed income indices, but this is not a perfect comparison.
Expense Ratio: 1.39
Liquidity
Average Trading Volume
The average trading volume of AGGX can be relatively low, which may impact the ease of buying or selling large quantities.
Bid-Ask Spread
The bid-ask spread for AGGX can be wider than more liquid ETFs, potentially increasing trading costs.
Market Dynamics
Market Environment Factors
AGGX's performance is influenced by economic growth, interest rates, and sector-specific trends. A positive economic outlook and favorable conditions for the ETF's selected sectors can boost its returns.
Growth Trajectory
The ETF's growth trajectory depends on its ability to consistently identify and capitalize on market opportunities. Its active management strategy can lead to periods of outperformance and underperformance.
Moat and Competitive Advantages
Competitive Edge
AGGX's competitive advantage lies in its tactical asset allocation strategy, which aims to outperform static asset allocation approaches. Its quantitative, rules-based methodology seeks to remove emotional biases from investment decisions. The fund's ability to dynamically adjust its holdings based on market trends could provide an edge over passive investment strategies, but it depends on the efficacy of the fundu2019s model.
Risk Analysis
Volatility
AGGX is expected to exhibit higher volatility than broad market ETFs due to its aggressive investment approach and tactical asset allocation.
Market Risk
The fund is subject to market risk, as its underlying ETF holdings can fluctuate in value due to economic conditions, geopolitical events, and other factors. The risk could be compounded by the aggressive strategy and rebalancing.
Investor Profile
Ideal Investor Profile
The ideal investor for AGGX is one with a high risk tolerance and a long-term investment horizon, seeking aggressive capital appreciation and comfortable with potential volatility.
Market Risk
AGGX is best suited for long-term investors who are comfortable with active management and willing to accept higher risk for potentially higher returns. It's less suitable for risk-averse investors or those seeking passive index exposure.
Summary
The FundX Aggressive ETF (AGGX) is an actively managed ETF that seeks aggressive capital appreciation by tactically allocating assets to other ETFs. Its focus on momentum and quantitative analysis aims to identify high-growth opportunities. This approach offers the potential for outperformance but comes with higher risk and expense ratios. AGGX is suitable for investors with a high-risk tolerance and a long-term investment horizon.
Similar Companies
AOA
iShares Core Aggressive Allocation ETF
AOA
iShares Core Aggressive Allocation ETF
IWF
iShares Russell 1000 Growth ETF
IWF
iShares Russell 1000 Growth ETF
SCHG
Schwab U.S. Large-Cap Growth ETF
SCHG
Schwab U.S. Large-Cap Growth ETF
VONG
Vanguard Russell 1000 Growth Index Fund ETF Shares
VONG
Vanguard Russell 1000 Growth Index Fund ETF Shares
Sources and Disclaimers
Data Sources:
- FundX Website
- ETF Database
- Morningstar
Disclaimers:
The information provided is for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Investors should consult with a qualified financial advisor before making any investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About FundX Aggressive ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
Under normal market conditions, the fund will invest predominantly (and at times exclusively) in Sector and Aggressive Equity Underlying ETFs, which may invest in more concentrated portfolios or in small-cap, mid-cap, or less-seasoned companies, or in commodities such as precious metals, or in real estate, or may make significant use of complex investment techniques, such as leverage, short sales and margin. The managers may also include the use of derivative securities such as options, futures and swap contracts for hedging and/or speculative purposes.
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