FundX Conservative Upgrader Fund

Class No Load (RELAX)
Scorecard
4 / 5 Stars
Lipper
4 4 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 6.22 2.42 3.79
Stocks 59.95 0.26 59.7
Bonds 21.15 0.03 21.13
Other 1.24 0.32 0.92
Foreign Bonds 6.85 0.18 6.66
Foreign Stocks 7.28 0.2 7.07
Convertible 0.36 0.0 0.36
Preferred 0.37 0.0 0.37

Updated 03.31.2014

Top 10 Holdings

Performance as of 06.30.2014

Portfolio as of 03.31.2014

% Net Assets
Ariel Investor 7.7
Janus Contrarian I 6.75
Vanguard Capital Value Inv 6.72
T. Rowe Price Blue Chip Growth 6.24
Nicholas 6.14
PowerShares Buyback Achievers 6.1
Dodge & Cox Stock 5.9
Sound Shore 5.9
Invesco Summit Y 5.39
Manning & Napier Pro-Blend Cnsrv Term I 3.93

Bond Ratings (%)

Updated 03.31.2014

Sector RELAX
AAA 16.51
AA 2.68
A 7.47
BBB 18.67
BB 13.59
B 24.14
Below B 14.19
Other 2.75