1 / 5 Stars
1 1 2 2 4
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
1 / 5 Stars
#373 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 18.86 percent over the past year, 9.25 percent over the past three years, and 10.48 percent over the past five years.
|Trailing Returns||Updated 11.30.2013|
|Year to date||16.5%|
|3 Years (Annualized)||9.3%|
|5 Years (Annualized)||10.5%|
|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, 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"). It may also purchase, without limit, shares of international and global underlying funds and may invest up to 100% of its net assets in underlying funds that invest in equity securities of companies in emerging markets.
Fees are Average compared to funds in the same category.
FundX ETF Aggressive Upgrader Fund has an expense ratio of 1.50 percent.
Risk is Average compared to funds in the same category according to Morningstar.