FundX Sustainable Impact Fund
SRIFX
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ROIC.AI
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- FundX Sustainable Impact Fund (SRIFX) is a mutual fund that seeks long-term capital appreciation by investing primarily in companies demonstrating positive environmental, social, and governance (ESG) impacts while maintaining strong financial fundamentals. The fund offers exposure to sustainable equities across sectors including renewable energy, clean technology, sustainable consumer goods, and impact-driven healthcare; it employs a bottom-up investment approach, selecting securities based on rigorous ESG criteria, growth potential, and valuation metrics. SRIFX targets institutional and retail investors focused on responsible investing, with geographic operations centered in the United States and allocations to global developed markets. Established in 2021 and managed by FundX Investment Group headquartered in San Francisco, California, the fund operates within the sustainable investing segment of the asset management industry. It provides diversified holdings in impact-oriented companies, such as those advancing low-carbon solutions, resource efficiency, and social equity initiatives, without sacrificing returns. The fund's portfolio includes branded positions in established ESG leaders and emerging sustainable innovators. In recent developments, SRIFX announced a strategic partnership with leading ESG data providers in late 2024 to enhance its impact measurement methodologies and transparency reporting. The fund completed a significant portfolio reallocation in early 2025, increasing exposure to AI-enabled clean energy technologies following a $50 million inflow from institutional investors. Additionally, FundX launched an enhanced share class for SRIFX in Q3 2025, featuring lower expense ratios and improved liquidity options to attract broader advisor adoption.