FundX Flexible ETF
XFLX
New York Stock Exchange Arca- -
USD
- -
- -
Capital Structure
FRC
•
in mil. unless spec.Working Capital
FRC
•
in mil. unless spec.Growth Rates
FRC
•
in mil. unless spec.Quarterly Revenue
FRC
•
in mil. unless spec.Quarterly Earnings Per Share
FRC
•
in mil. unless spec.Quarterly Dividends Per Share
FRC
•
in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management - Global
- Address
- 235 Montgomery Street, Suite 1049 San Francisco CA United States of America 94104
- IPO Date
- Oct 11, 2023
- Website
- fundxfunds.com
- Similar Companies
- Business
- FundX Investment Trust (XFLX) is an open-end investment management company that offers actively managed exchange-traded funds (ETFs) focused on equity, balanced, and fixed income strategies; its core offerings include the FundX Flexible ETF (XFLX), which invests primarily in a diversified portfolio of bond and total-return ETFs across U.S. and non-U.S. fixed income securities of varying credit qualities and maturities to seek total return through capital appreciation and current income, alongside the FundX ETF, FundX Aggressive ETF, and FundX Conservative ETF, each providing tax-efficient, actively managed exposure to multisector bond, equity, and balanced portfolios via an ETF-of-ETFs structure. The trust targets retail and institutional investors seeking diversification across managers, strategies, and indexes, with operations centered in the United States and global asset exposure. Established through predecessor funds dating back to 2001-2002, with the modern ETF series commencing operations between October 2022 and October 2023 via reorganizations of prior mutual funds such as the FundX Upgrader Fund and FundX Aggressive Upgrader Fund, the trust maintains its principal executive offices at 2020 East Financial Way, Suite 100, Glendora, California 91741, and is associated with FundX Investment Group, LLC, headquartered at 101 Montgomery Street, Suite 2400, San Francisco, California 94104. In recent developments, FundX joined One Capital Management, LLC as a division, enhancing its wealth management capabilities with integrated financial planning while retaining its San Francisco-based investment philosophy and active ETF strategies; the FundX Flexible ETF (XFLX) specifically launched operations on October 9, 2023, succeeding the predecessor FundX Flexible ETF mutual fund structure. The trust continues to emphasize evidence-based investing, with no major funding rounds, acquisitions, or new product launches reported in 2024-2025 beyond ongoing institutional ownership adjustments.