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Zacks Investment Research
Standard & Poor's
1 / 5 Stars
#360 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 22.53 percent over the past year, 7.55 percent over the past three years, and 15.22 percent over the past five years.
|Trailing Returns||Updated 02.28.2014|
|Year to date||4.9%|
|3 Years (Annualized)||7.6%|
|5 Years (Annualized)||15.2%|
|10 Years (Annualized)||N/A|
The investment seeks to maximize capital appreciation over the long term without regard to income. The ETF Aggressive Fund is a fund-of-funds and as such invests at least 80% of its net assets in underlying funds that are ETFs. It will invest predominantly (and at times exclusively) 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, such as leverage, short sales and margin. The ETF Aggressive Fund 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 ETF Aggressive Upgrader Fund has an expense ratio of 1.48 percent.
Risk is Average compared to funds in the same category according to Morningstar.