2 / 5 Stars
4 1 5
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
3 / 5 Stars
#181 in Large Growth
U.S. News evaluated 466 Large Growth 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 29.17 percent over the past year, 11.46 percent over the past three years, 18.79 percent over the past five years, and 7.45 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||4.5%|
|3 Years (Annualized)||11.5%|
|5 Years (Annualized)||18.8%|
|10 Years (Annualized)||7.5%|
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 invests primarily in no-load and load-waived mutual funds, including ETFs. The underlying funds invest primarily in individual securities such as common stocks. The fund will invest predominantly in Aggressive Equity underlying funds, which may invest in more concentrated portfolios or in small-cap, mid-cap, or less-seasoned companies, or may make significant use of complex investment techniques. It is not limited in the amount of its assets it holds in underlying funds that focus on emerging markets.
Fees are Above Average compared to funds in the same category.
FundX Aggressive Upgrader Fund has an expense ratio of 1.36 percent.
Risk is Average compared to funds in the same category according to Morningstar.