2 / 5 Stars
4 1 5
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
3 / 5 Stars
#201 in Large Growth
U.S. News evaluated 468 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 21.51 percent over the past year, 11.15 percent over the past three years, 15.48 percent over the past five years, and 6.98 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-1.3%|
|3 Years (Annualized)||11.1%|
|5 Years (Annualized)||15.5%|
|10 Years (Annualized)||7.0%|
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 seeks to achieve its investment objective by investing primarily in no-load and load-waived mutual funds, including exchange-traded funds ("underlying funds"). In addition, it may invest up to 50% of its net assets in underlying funds that focus their investment in equity securities of companies located in emerging markets.
Fees are 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.