Morningstar

FundX Flexible ETF XFLX

Morningstar Medalist Rating
Medalist Rating as of | See FundX Upgrader Investment Hub

Morningstar’s Analysis XFLX

Will XFLX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable XFLX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the XFLX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of XFLX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

FundX Flexible ETF holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings XFLX

More XFLX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 92.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Fidelity Corporate Bond ETF

10.67 5M
—

PIMCO 0-5 Year High Yield Corp Bd ETF

9.93 5M
—

iShares Broad USD Invm Grd Corp Bd ETF

9.74 5M
—

iShares 5-10 Year invmt Grd Corp Bd ETF

9.70 5M
—

PIMCO Active Bond ETF

9.54 5M
—

Janus Henderson AAA CLO ETF

9.05 5M
—

iShares Core 60/40 Balanced Allc ETF

8.63 4M
—

State Street® SPDR® Port Hi Yld Bd ETF

8.45 4M
—

NYLI Merger Arbitrage ETF

8.32 4M
—

iShares Core 30/70 Cnsrv Allc ETF

8.31 4M
—

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