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RELAX
FundX Conservative Upgrader Fund
Analysis
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Dividends
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Performance
Similar Mutual Funds
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RELAX Mutual Fund Price & Analysis

The fund is a fund-of-funds and as such invests primarily in no-load and load-waived mutual funds, including ETFs ("underlying funds"). The underlying funds invest primarily in individual securities such as common stocks and corporate or government bonds. The Advisor actively manages the fund's portfolio using a proprietary investment strategy called Upgrading, which seeks to capture global market trends.

RELAX Mutual Fund Chart & Stats

$35.70
$0.00(0.00%)
―
--
Previous Close$35.7
Sub-CategoryAsset Allocation
Total Liabilities126.38K
Last Dividend Ex-Date
Jan 03, 2023
Expense Ratio2.02%
Holding Count19
Brandfundx investment trust
Dividend Yield
 (―)
CategoryAlternative
Total Assets57.89M
Shares OutstandingN/A
52-Week Range$35.70 - $35.70

RELAX Mutual Fund News

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IWF
VTV

Top 10 Holdings

Name
Weight %
USIG
iShares Broad USD Investment Grade Corporate Bond ETF
10.49%
JAAA
Janus Detroit Street Trust Janus Henderson AAA CLO ETF
8.31%
VUG
Vanguard Growth ETF
6.08%
IWY
iShares Russell Top 200 Growth ETF
6.05%
MGK
Vanguard Mega Cap Growth ETF
6.01%
SCHG
Schwab U.S. Large-Cap Growth ETF
5.99%
QUAL
iShares MSCI USA Quality Factor ETF
5.98%
XLG
Invesco S&P 500 Top 50 ETF
5.64%
IWF
iShares Russell 1000 Growth ETF
5.62%
SPHY
SPDR Portfolio High Yield Bond ETF
5.24%
Total65.42%
Go to Holdings >

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