Morningstar

FundX Conservative ETF XRLX

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

Morningstar’s Analysis XRLX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

FundX Conservative 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 XRLX

More XRLX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 63.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Vanguard Growth ETF

9.37 5M
—

Invesco S&P 500® Top 50 ETF

8.39 4M
—

iShares Core 60/40 Balanced Allc ETF

6.45 3M
—

iShares MSCI USA Value Factor ETF

6.22 3M
—

Invesco S&P 500® Pure Growth ETF

6.21 3M
—

Invesco S&P 500® Momentum ETF

6.17 3M
—

iShares 5-10 Year invmt Grd Corp Bd ETF

5.38 3M
—

iShares International Select Div ETF

5.09 3M
—

iShares Broad USD Invm Grd Corp Bd ETF

4.92 3M
—

Janus Henderson AAA CLO ETF

4.90 2M
—

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