- Sector
- Financial Services
- Industry
- Asset Management - Global
- Address
- 235 Montgomery Street, Suite 1049 San Francisco CA United States of America 94104
- IPO Date
- Oct 17, 2022
- Business
- FundX ETF (XCOR) is an actively managed exchange-traded fund-of-funds that provides investors with a diversified portfolio of underlying equity exchange-traded funds focused on maximizing long-term capital appreciation without regard to current income. The fund primarily invests in core equity ETFs targeting large-cap growth and value stocks across global markets, including prominent holdings such as Invesco QQQ Trust, iShares Russell Top 200 Growth ETF, Vanguard Growth ETF, iShares Russell 1000 Growth ETF, Invesco S&P 500 Top 50 ETF, Vanguard Russell 1000 Growth ETF, Vanguard Mega Cap Growth ETF, Schwab U.S. Large-Cap Growth ETF, and VanEck Morningstar Wide Moat ETF; it employs a proprietary strategy to select ETFs perceived to be in sync with market leaders while benchmarking performance against the S&P 500 Index and Morningstar Global Markets Large-Mid Cap Index. Launched on November 1, 2001, and domiciled in the United States, XCOR trades on the NYSE Arca exchange with total net assets of approximately $171 million as of late 2025. FundX ETF is issued by FundX Investment Trust and advised by One Capital Management, LLC, a division of FundX Investment Group, which was founded in 1969 and is headquartered in San Francisco, California.
The fund emphasizes tax efficiency suitable for taxable accounts, active management to adapt to changing market conditions, broad diversification across managers, strategies, and indexes, and the expertise of FundX in managing ETF portfolios through multiple market cycles. It serves retail and institutional investors seeking exposure to global equities with a focus on developed and emerging markets, large- and mid-cap companies, growth and value styles, and sectors perceived as market leaders. Operations are centered in the U.S. with global investment reach via underlying ETFs.
No major acquisitions, partnerships, funding rounds, name changes, or strategic reorganizations have been publicly reported for FundX ETF or its advisor within the last 1-2 years; the fund continues to operate with its established actively managed structure and periodic adjustments to holdings based on proprietary research and market conditions. Recent performance as of November 30, 2025, shows year-to-date returns of 11.73% for XCOR, reflecting ongoing active portfolio management amid volatile equity markets.