3 / 5 Stars
3 1 5
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
1 / 5 Stars
#215 in Large Growth
U.S. News evaluated 473 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 12.60 percent over the past year, 7.30 percent over the past three years, -0.05 percent over the past five years, and 9.17 percent over the past decade.
|Trailing Returns||Updated 04.30.2013|
|Year to date||9.4%|
|3 Years (Annualized)||7.3%|
|5 Years (Annualized)||-0.1%|
|10 Years (Annualized)||9.2%|
The investment seeks to maximize capital appreciation over the long term without regard to income. The fund invests primarily in no-load and load-waived mutual funds, including exchange-traded funds. It may also purchase, without limit, shares of international and global underlying funds. The fund may invest up to 50% of net assets in underlying funds that focus their investment in securities of companies located in emerging markets. It typically invests predominately (and at times exclusively) in speculative underlying funds.
Fees are Average compared to funds in the same category.
FundX Aggressive Upgrader Fund has an expense ratio of 1.32 percent.
Risk is Average compared to funds in the same category according to Morningstar.