FundX Conservative Upgrader Fund

Class No Load (RELAX)
Scorecard
4 / 5 Stars
Lipper
3 1 4
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
4 / 5 Stars
TheStreet.com
C (Hold)

Fund Holdings

Asset Allocation

% Long % Short % Net
Cash 6.33 2.3 4.03
Stocks 55.46 0.34 55.12
Bonds 22.11 0.12 22.0
Other 1.0 0.17 0.84
Foreign Bonds 6.53 0.13 6.4
Foreign Stocks 10.91 0.07 10.85
Convertible 0.44 0.0 0.44
Preferred 0.34 0.0 0.34

Updated 12.31.2013

Top 10 Holdings

Performance as of 02.28.2014

Portfolio as of 12.31.2013

% Net Assets
Ariel Investor 8.4
Oakmark Global I 7.86
Janus Contrarian I 6.8
Wells Fargo Advantage Spec Md Cp Val I 6.68
Nicholas 6.44
T. Rowe Price Blue Chip Growth 6.43
PowerShares Buyback Achievers 6.23
Dodge & Cox Stock 6.11
Sound Shore 6.03
Merger 4.09

Bond Ratings (%)

Updated 12.31.2013

Sector RELAX
AAA 14.81
AA 2.86
A 7.5
BBB 19.32
BB 12.78
B 25.88
Below B 13.19
Other 3.66