1 / 5 Stars
2 2 3 1 5
Zacks Investment Research
Standard & Poor's
2 / 5 Stars
#311 in Large Blend
U.S. News evaluated 486 Large Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 15.28 percent over the past year, 9.33 percent over the past three years, and 14.34 percent over the past five years.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-2.8%|
|3 Years (Annualized)||9.3%|
|5 Years (Annualized)||14.3%|
|10 Years (Annualized)||N/A|
The investment seeks to maximize capital appreciation over the long term without regard to income. The fund is a fund-of-funds and as such, under normal market conditions, the advisor seeks to achieve its investment objective by investing at least 80% of its net assets (including borrowings for investment purposes) in underlying funds that are exchange-traded funds ("ETFs"). The fund may also purchase, without limit, shares of international and global underlying funds and may invest up to 50% of net assets in underlying funds that invest in securities of companies in emerging markets. It typically maintains a core holding of core underlying funds.
Fees are Above Average compared to funds in the same category.
FundX ETF Upgrader Fund has an expense ratio of 1.48 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.