FundX Investment Trust (XRLX)

Overview

FundX Investment Trust is comprised of a suite of ETFs that employ a relative strength strategy, rotating among different asset classes based on momentum. It aims to outperform traditional buy-and-hold strategies by shifting to sectors or asset classes demonstrating superior performance.

Reputation and Reliability

FundX Funds is a smaller issuer compared to industry giants, but has a consistent track record of applying its relative strength methodology.

Management Expertise

The management team specializes in momentum-based investment strategies and has experience managing funds using similar approaches.

Goal

To provide capital appreciation by dynamically allocating investments among various asset classes based on relative strength.

Investment Approach and Strategy

Strategy: The fund uses a relative strength strategy, actively rotating among different asset classes and sectors based on their recent performance.

Composition The ETF's composition varies dynamically. Typically it holds other ETFs representing various asset classes, including U.S. equities, international equities, bonds, and potentially commodities.

Market Share: Data unavailable.

Total Net Assets (AUM): Data unavailable.

Key Competitors

• MTUM
• QQM
• IVV

Competitive Landscape

The ETF industry is highly competitive, with many established players offering similar strategies. FundX differentiates itself with its specific relative strength methodology. However, larger competitors often benefit from greater liquidity and lower expense ratios.

Historical Performance: Data unavailable.

Benchmark Comparison: Data unavailable.

Expense Ratio: Data unavailable.

Average Trading Volume

Average trading volume data is currently unavailable.

Bid-Ask Spread

Bid-ask spread data is currently unavailable.

Market Environment Factors

The fund's performance is influenced by macroeconomic factors, sector rotations, and overall market sentiment. Economic growth, interest rate changes, and geopolitical events can all impact its allocations and returns.

Growth Trajectory

The fund's growth depends on its ability to effectively rotate into outperforming asset classes. Changes in market trends or strategy adjustments can affect its long-term performance.

Competitive Edge

FundX's competitive edge lies in its consistent application of a relative strength strategy. Its dynamic asset allocation allows it to potentially outperform in various market conditions. The fund aims to capture upside potential while managing downside risk through diversification. The rules-based approach reduces the impact of emotional decision-making, potentially leading to more consistent returns compared to discretionary strategies. However, the effectiveness of the strategy is highly dependent on market trends and the ability to accurately identify relative strength.

Volatility

Volatility will vary depending on the asset classes the fund is invested in. It can be moderate to high, especially during periods of market turbulence.

Market Risk

The fund is subject to market risk, as its performance is tied to the performance of the underlying asset classes. Sector-specific risks and international risks can also affect returns.

Ideal Investor Profile

Investors seeking capital appreciation and willing to accept moderate to high volatility may find FundX appealing. Those looking for a dynamic asset allocation strategy and are comfortable with active management would be suited.

Market Risk

FundX is suitable for investors who understand momentum-based investing and are willing to tolerate short-term fluctuations for potentially higher long-term returns. It's better suited for long-term investors.

FundX Investment Trust utilizes a relative strength strategy to dynamically allocate investments among various asset classes. Its performance is heavily dependent on its ability to identify and rotate into outperforming sectors and assets. This makes it suitable for investors seeking active management and capital appreciation, with a willingness to accept a degree of volatility. The ETF aims to adapt to changing market conditions, but its effectiveness depends on the continued validity of its momentum-based approach. Due to unavailable data, it is difficult to fully assess the historical performance, AUM, and market share.

Data Sources:

• ETF.com
• Morningstar

Disclaimers:

The data provided is for informational purposes only and should not be considered investment advice. Investors should conduct their own due diligence before making any investment decisions. Past performance is not indicative of future results.