FundX, now a division of One Capital Management, was one of the first advisors to use no-load mutual funds to manage client accounts in 1969. It created the first FundX Fund in 2001, packaging one of its popular client portfolios as a mutual fund that was available to everyone. The FundX Fund family soon grew to include an aggressive equity fund, a balanced fund, and a fixed income fund.
In 2022 and 2023, FundX converted its flagship mutual funds into actively managed exchange-traded funds (ETFs), providing the same active management in a more tax-efficient ETF structure.
One Capital Management became the advisor to the ETFs in 2022. FundX's longtime portfolio managers and active investment strategies remain the same. We manage equity, balanced, and fixed income portfolios with discipline, integrity, and with our investors’ best interests in mind.