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Zacks Investment Research
Standard & Poor's
1 / 5 Stars
#365 in Large Blend
U.S. News evaluated 498 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 11.58 percent over the past year, 6.74 percent over the past three years, and -0.17 percent over the past five years.
|Trailing Returns||Updated 04.30.2013|
|Year to date||7.5%|
|3 Years (Annualized)||6.7%|
|5 Years (Annualized)||-0.2%|
|10 Years (Annualized)||N/A|
The investment seeks to maximize capital appreciation over the long term without regard to income. The fund normally invests at least 80% of net assets in ETFs. It purchases shares of ETFs in the secondary market and not directly from the 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 1.50 percent.
Risk is Average compared to funds in the same category according to Morningstar.