FundX Flexible ETF
Why Own XFLX?
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Tax efficiency: ETFs may be a good fit for taxable accounts because they rarely make capital gains distributions.
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Active management: FundX ETFs can take action as market and economic conditions change in an effort to mitigate risk and capitalize on new opportunities.
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Diversification: FundX ETFs are an efficient way to diversify across different managers, strategies, and indexes. Own a full ETF portfolio in one ETF purchase.
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Expertise: FundX has been managing portfolios of ETFs for decades through many market cycles and economic environments.
Fund facts
Fund holdings are subject to change at any time and are not recommendations to buy or sell any of the underlying funds. References to other mutual funds should not be considered an offer of these securities. Global allocation is based on the most recent data available from Morningstar.
This chart illustrates the performance of a hypothetical $10,000 investment made in the Fund for the period ending 11/29/2024. It assumes reinvestment of dividends and capital gains, but does not reflect the effect of any applicable sales charge or redemption fees. This chart does not imply any future performance.
| Performance % to 11/30/2024 | 1 Mo | YTD | 1 Yr |
|---|---|---|---|
| XFLX | 1.54 | 5.61 | 8.01 |
| Bloomberg Agg Bond Index | 1.06 | 2.93 | 6.88 |
(includes underlying fund expenses)
The advisor has contractually agreed to a fee waiver through January 31, 2024.
| Performance % to 09/30/2024 | 1 Yr | 5 Yrs | 10 Yrs | Annualized | Cumulative |
|---|---|---|---|---|---|
| XFLX | 10.10 | 1.05 | 1.95 | 3.96 | 137.44 |
| Bloomberg Agg Bond Index | 11.57 | 0.33 | 1.84 | 3.51 | 115.44 |
(includes underlying fund expenses)
The advisor has contractually agreed to a fee waiver through January 31, 2024.
as of 09/30/2023
Fund holdings are subject to change at any time and are not recommendations to buy or sell any of the underlying funds. References to other mutual funds should not be considered an offer of these securities. Global allocation is based on the most recent data available from Morningstar.
as of 09/30/2023
| Performance % to 11/30/2024 | 1 Mo | YTD | 1 Yr |
|---|---|---|---|
| XFLX | 1.54 | 5.61 | 8.01 |
| Bloomberg Agg Bond Index | 1.06 | 2.93 | 6.88 |
(includes underlying fund expenses)
The advisor has contractually agreed to a fee waiver through January 31, 2024.
| Performance % to 09/30/2024 | 1 Yr | 5 Yrs | 10 Yrs | Annualized | Cumulative |
|---|---|---|---|---|---|
| XFLX | 10.10 | 1.05 | 1.95 | 3.96 | 137.44 |
| Bloomberg Agg Bond Index | 11.57 | 0.33 | 1.84 | 3.51 | 115.44 |
(includes underlying fund expenses)
The advisor has contractually agreed to a fee waiver through January 31, 2024.
Performance data quoted represents past performance; past performance does not guarantee future results. The investment return and principal value of an investment will fluctuate so that an investor's shares, when redeemed, may be worth more or less than their original cost. Current performance of the fund may be lower or higher than the performance quoted. Returns shown are cumulative, unless otherwise noted.
The Bloomberg US Aggregate Bond Index is a market-capitalization-weighted index of investment-grade fixed-rate debt issues, including government, corporate, asset-backed, and mortgage-backed securities, with maturities of at least one year. You cannot invest directly in an index.
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