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FundX Conservative Upgrader RELAX

Quantitative rating as of | See FundX Upgrader Investment Hub
  • NAV / 1-Day Return 35.87  /  0.39 %
  • Total Assets 69.1 Mil
  • Adj. Expense Ratio
    1.300%
  • Expense Ratio 2.020%
  • Distribution Fee Level High
  • Share Class Type No Load
  • Category Tactical Allocation
  • Investment Style Mid Value
  • Credit Quality / Interest Rate Sensitivity Medium / Limited
  • Status Open
  • TTM Yield 2.55%
  • Turnover 144%

Morningstar’s Analysis RELAX

Will RELAX outperform in future?

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

Summary

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FundX Conservative Upgrader earns a Morningstar Quantitative Rating of Negative on the basis of subpar People and Parent Pillar ratings. 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.

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