FundX Upgrader

The firm has seen high portfolio management turnover over the past five years, which detracts from the firm’s rating. A stable team tends to support positive results. On average, FundX Upgrader's longest-tenured strategy managers have 22 years of tenure. This level of experience should give investors confidence in the group's ability to handle turbulent market conditions. FundX Upgrader open-end and exchange-traded products are priced, on average, among the second most-expensive quintile of similarly distributed strategies. This higher expense profile of its funds creates a larger performance hurdle and contributes negatively to FundX Upgrader's rating.