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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 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.

FundX Conservative ETF's Average People Pillar and Process Pillar ratings result in a Morningstar Medalist Rating of Neutral.

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 second-costliest quintile among peers.

by Morningstar Manager Research
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 66.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

First Trust Senior Loan ETF

7.00 4.0 Mil
—

VanEck Fallen Angel HiYld Bd ETF

6.93 3.9 Mil
—

Vanguard Growth ETF

6.83 3.9 Mil
—

iShares Russell Top 200 Growth ETF

6.83 3.9 Mil
—

Schwab US Large-Cap Growth ETF™

6.80 3.8 Mil
—

Vanguard Mega Cap Growth ETF

6.73 3.8 Mil
—

iShares MSCI USA Quality Factor ETF

6.51 3.7 Mil
—

iShares Russell 1000 Growth ETF

6.31 3.6 Mil
—

Invesco S&P 500® Top 50 ETF

6.23 3.5 Mil
—

Vanguard Russell 1000 Growth ETF

5.78 3.3 Mil
—