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Morningstar

FundX Aggressive ETF XNAV

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

Morningstar’s Analysis XNAV

Will XNAV outperform in 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 XNAV’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the XNAV 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 XNAV’s parent organization’s priorities and whether they’re in line with investors’ interests.

The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit FundX Aggressive ETF to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the most expensive quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings XNAV

More XNAV Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 95.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Invesco QQQ Trust

20.65 5.1 Mil
—

iShares Expanded Tech Sector ETF

9.79 2.4 Mil
—

Schwab US Large-Cap Growth ETF™

9.38 2.3 Mil
—

iShares Russell Top 200 Growth ETF

9.22 2.3 Mil
—

iShares US Technology ETF

9.20 2.3 Mil
—

Vanguard Growth ETF

9.13 2.3 Mil
—

Vanguard Mega Cap Growth ETF

9.06 2.3 Mil
—

WisdomTree Japan Hedged Equity ETF

7.99 2.0 Mil
—

VanEck Semiconductor ETF

5.52 1.4 Mil
—

Invesco S&P MidCap Quality ETF

5.26 1.3 Mil
—