3 / 5 Stars
2 3 5 4 5
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
U.S. News evaluated 88 Long/Short Equity 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 2.10 percent over the past year, 5.42 percent over the past three years, and -4.53 percent over the past five years.
|Trailing Returns||Updated 04.30.2013|
|Year to date||3.4%|
|3 Years (Annualized)||5.4%|
|5 Years (Annualized)||-4.5%|
|10 Years (Annualized)||N/A|
The investment seeks long-term capital appreciation; capital preservation is a secondary consideration. The fund invests in no-load and load waived mutual funds as well as exchange-traded funds. It typically maintains a core holding of core underlying funds. Core underlying funds generally invest in a diversified portfolio of equity securities of well-established U.S. and foreign companies with a wide range of market capitalizations. Core underlying funds may also invest in fixed income securities.
Fees are Above Average compared to funds in the same category.
FundX Tactical Upgrader Fund has an expense ratio of 1.36 percent.
Risk is Average compared to funds in the same category according to Morningstar.