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FundX Flexible Income INCMX

Quantitative rating as of
  • NAV / 1-Day Return 24.57  /  0.37 %
  • Total Assets 64.7 Mil
  • Adj. Expense Ratio
  • Expense Ratio 1.570%
  • Distribution Fee Level High
  • Share Class Type No Load
  • Category Multisector Bond
  • Credit Quality / Interest Rate Sensitivity Medium / Limited
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 2.55%
  • Effective Duration 4.05 years

Morningstar’s Analysis INCMX

Will INCMX outperform in future?

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



Weakness in FundX Flexible Income's Process and People Pillar ratings limits this strategy to a Morningstar Quantitative Rating of Negative. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the highest quintile among peers.

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