Cancel anytime
- Chart
- Upturn Summary
- Highlights
- AI Summary
- About
FundX Investment Trust (XRLX)
- BUY Advisory
- Profitable SELL
- Loss-Inducing SELL
- Profit
- Loss
- Pass (Skip investing)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
01/21/2025: XRLX (1-star) is currently NOT-A-BUY. Pass it for now.
Analysis of Past Performance
Type ETF | Historic Profit 7.14% | Avg. Invested days 66 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance 5.0 | ETF Returns Performance 2.0 |
Profits based on simulation | Last Close 01/21/2025 |
Key Highlights
Volume (30-day avg) 2486 | Beta 0.62 | 52 Weeks Range 37.74 - 45.01 | Updated Date 01/22/2025 |
52 Weeks Range 37.74 - 45.01 | Updated Date 01/22/2025 |
AI Summary
Overview of ETF FundX Investment Trust
Profile:
- ETF FundX Investment Trust is a passively managed exchange-traded fund (ETF) that aims to track the performance of a specific market index, sector, or asset class.
- The specific target and underlying assets of the ETF are not specified in your request. Please provide additional information about the ETF, such as its ticker symbol or a link to its website, for a more comprehensive analysis.
Objective:
- The primary investment goal of ETF FundX Investment Trust is to provide investors with a convenient and low-cost way to gain exposure to a specific market segment or asset class.
- By passively tracking its chosen benchmark, the ETF seeks to replicate the performance of that benchmark, minus expenses.
Issuer:
- Without specific information about the ETF, details regarding the issuing company cannot be provided.
Market Share:
- The market share of ETF FundX Investment Trust in its sector cannot be determined without specifying the ETF's sector or target market.
Total Net Assets:
- The total net assets under management for ETF FundX Investment Trust are unavailable without information about the specific ETF.
Moat:
- Similar to the previous points, the competitive advantages of ETF FundX Investment Trust cannot be assessed without identifying the specific ETF and its target market.
Financial Performance:
- Analyzing historical financial performance, benchmark comparisons, and growth trajectory requires information about the ETF's ticker symbol or website for accurate data retrieval.
Liquidity:
- Average trading volume and bid-ask spread information are unavailable without identifying the specific ETF.
Market Dynamics:
- Analyzing the factors affecting the ETF's market environment requires details about its target sector, underlying assets, and current market conditions.
Competitors:
- Identifying key competitors, including their market share percentages and stock symbols, is impossible without knowing the specific ETF and its target market.
Expense Ratio:
- The ETF's expense ratio, which includes management fees and other operational costs, cannot be determined without specifying the specific ETF.
Investment Approach and Strategy:
- Analyzing the investment strategy details, including the ETF's target index or asset class, requires specific information about the ETF.
Key Points:
- Key features and benefits of ETF FundX Investment Trust can not be identified without information about the specific ETF and its target market.
Risks:
- Assessing the main risks associated with ETF FundX Investment Trust, such as volatility and market risk, requires knowledge about the specific ETF and its underlying assets.
Who Should Consider Investing:
- Identifying the ideal investor profile for ETF FundX Investment Trust is impossible without understanding the ETF's risk profile, target market, and investment strategy.
Fundamental Rating Based on AI:
- Due to the lack of information about the specific ETF, an AI-based rating on its fundamentals cannot be provided.
Resources and Disclaimers:
- Access to the website sources and disclaimers will be possible once the specific ETF is identified.
Please provide details about the specific ETF you are interested in for a comprehensive and accurate analysis of its features, performance, and suitability for your investment goals.
About FundX Investment Trust
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website |
The ETF is an ETF-of-ETFs and as such invests primarily in ETFs ("underlying ETFs"). The underlying ETFs, in turn, invest primarily in individual securities such as common stocks and corporate or government bonds. Under normal market conditions, the ETF may invest in Core Equity underlying ETFs, which generally invest in diversified portfolios of equity securities of well-established U.S. and foreign companies with a wide range of market capitalizations.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.