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.
- NAV / 1-Day Return 35.87 / 0.39 %
- Total Assets 69.1 Mil
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Adj. Expense Ratio
- 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.