Fund X Upgrader Fund
FUNDX
NASDAQ- -
USD
- -
- -
Capital Structure
FRC
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in mil. unless spec.Working Capital
FRC
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in mil. unless spec.Growth Rates
FRC
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in mil. unless spec.Quarterly Revenue
FRC
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in mil. unless spec.Quarterly Earnings Per Share
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in mil. unless spec.Quarterly Dividends Per Share
FRC
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in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management
- Address
- 101 Montgomery Street, Suite 2400 San Francisco CA 94104-4138
- IPO Date
- Jan 2, 2019
- CIK
- 0001602508
- Similar Companies
- Business
- FundX Upgrader Fund (FUNDX) is an actively managed mutual fund-of-funds that invests primarily in no-load and load-waived mutual funds and exchange-traded funds (ETFs), employing a proprietary "Upgrading" strategy to rank and select underlying funds based on near-term relative performance and alignment with current market leadership; the fund targets growth-oriented portfolios by buying top-ranked funds across diversified, sector, and international categories while selling laggards to adapt to shifting trends. Core offerings within the broader FundX family, managed by FundX Investment Group, a division of One Capital Management, LLC, include FUNDX as the flagship growth fund, alongside the FundX Aggressive Upgrader Fund (HOTFX), FundX Conservative Upgrader Fund (formerly RELAX, now XRLX ETF), FundX Flexible Income Fund (now XFLX ETF), and newer actively managed ETFs such as FundX ETF (XCOR), providing exposure to equity, balanced, fixed income, sustainable responsible impact (SRI), and alternative strategies for individual investors, corporate retirement plans, and foundations. The fund operates globally through its underlying investments, with primary focus on U.S. and international equity markets, bond funds, and total-return strategies; it serves retail and institutional investors seeking diversified, momentum-driven exposure without direct stock picking. Headquartered in San Francisco, California, at 101 Montgomery Street, Suite 2400, FundX Investment Group traces its roots to 1969 when it pioneered the use of no-load funds for client portfolios, launching FUNDX in 2001 as its first mutual fund product. In recent developments, FundX transitioned two mutual funds into actively managed ETFs in 2023, converting the Conservative Upgrader Fund (RELAX) to FundX Conservative ETF (XRLX) effective October 9 and the Flexible Income Fund (INCMX) to FundX Flexible ETF (XFLX), enhancing tax efficiency and intraday trading access for shareholders. The firm integrated as a division of One Capital Management, LLC in 2022, bolstering resources for investment management, financial planning, and fiduciary services while retaining its San Francisco operations and proprietary strategies. No major acquisitions, funding rounds, or strategic partnerships for FUNDX were reported in 2024 or 2025, with focus remaining on performance-driven portfolio adjustments amid market volatility.