FundX Aggressive ETF
XNAV
New York Stock Exchange Arca- -
USD
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- -
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
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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 17, 2022
- Website
- fundxetfs.com
- Similar Companies
- Business
- FundX Aggressive ETF (XNAV), an actively managed exchange-traded fund issued by FundX Investment Trust and advised by FundX Investment Group, LLC, provides investors with a concentrated portfolio of sector and aggressive equity exchange-traded funds (ETFs); these underlying ETFs focus on speculative stocks, including small- and mid-cap companies, commodities such as precious metals, real estate, and strategies employing leverage, short sales, margin, derivatives like options, futures, and swaps for hedging or speculation; to a lesser extent, it invests in diversified portfolios of established companies across market capitalizations and geographies. The fund trades on NYSE Arca and emphasizes tax efficiency, active management to adapt to market conditions, diversification across ETF managers, strategies, and indexes, and leverages decades of expertise in ETF portfolio management. XNAV targets investors seeking higher returns through higher-risk equity exposure in global public markets, primarily serving individual and institutional clients via major brokers like Charles Schwab, Fidelity, and E*TRADE. Headquartered in San Francisco, California, at 101 Montgomery Street, Suite 2400, FundX Investment Group traces its roots to 1969, when it pioneered no-load mutual fund strategies as a fiduciary advisor. In a significant structural evolution, XNAV converted from the FundX Aggressive Upgrader mutual fund to an ETF on October 17, 2022, launching with approximately $24.9 million in assets under management and retaining its long-term performance history dating back to inception on July 1, 2002. This transition enhanced its tax efficiency and liquidity while maintaining active management of a portfolio typically comprising 20-25 holdings, such as Vanguard Growth ETF (VUG), Schwab U.S. Large-Cap Growth ETF (SCHG), iShares MSCI EAFE Value ETF (EFV), iShares Europe ETF (IEV), and iShares International Select Dividend ETF (IDV), with top 10 holdings representing over 60% of assets. No major acquisitions, partnerships, funding rounds, or new product launches have been reported for FundX Investment Trust or FundX Investment Group in the last 1-2 years as of December 2025.