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Morningstar

FundX Conservative Upgrader RELAX

Morningstar Analyst Rating
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%

USD | NAV as of Feb 04, 2023 | 1-Day Return as of Feb 04, 2023, 1:32 AM GMT+00:00

Morningstar’s Analysis RELAX

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

People Pillar

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

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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