Fundx Investment Trust Etf Profile

XRLX Etf   44.47  0.05  0.11%   

Performance

9 of 100

 
Weak
 
Strong
OK

Odds Of Distress

Less than 9

 
High
 
Low
Low
FundX Investment is trading at 44.47 as of the 14th of November 2024; that is 0.11 percent down since the beginning of the trading day. The etf's open price was 44.52. FundX Investment has less than a 9 % chance of experiencing financial distress in the next few years but had a somewhat ok performance during the last 90 days. Equity ratings for FundX Investment Trust are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 25th of November 2022 and ending today, the 14th of November 2024. Click here to learn more.
FundX Investment is entity of United States. It is traded as Etf on NYSE ARCA exchange. More on FundX Investment Trust

Moving together with FundX Etf

  0.93TDSC Cabana Target DrawdownPairCorr
  0.78YYY Amplify High IncomePairCorr
  0.76TDSD Exchange Traded ConceptsPairCorr
  0.92GMOM Cambria Global MomentumPairCorr

Moving against FundX Etf

  0.47BND Vanguard Total Bond Sell-off TrendPairCorr

FundX Etf Highlights

Thematic Ideas
(View all Themes)
Business ConcentrationGlobal Macro ETFs, Absolute Returns ETFs, Tactical Allocation (View all Sectors)
IssuerOne Capital Management
Inception Date2023-10-09
Entity TypeRegulated Investment Company
Asset Under Management58.52 Million
Asset TypeMulti Asset
CategoryAbsolute Returns
FocusGlobal Macro
Market ConcentrationBlended Development
RegionGlobal
AdministratorU.S. Bancorp Fund Services, LLC
AdvisorOne Capital Management, LLC
CustodianU.S. Bank, N.A.
DistributorQuasar Distributors, LLC
Portfolio ManagerJanet Brown, Martin DeVault, Sean McKeon
Transfer AgentU.S. Bancorp Fund Services, LLC
Fiscal Year End30-Sep
ExchangeNYSE Arca, Inc.
Number of Constituents19.0
Market MakerGTS
Total Expense1.63
Management Fee1.0
Country NameUSA
Returns Y T D17.63
NameFundX Investment Trust
Currency CodeUSD
Open FigiBBG01J6JX850
In Threey Volatility9.29
1y Volatility8.66
200 Day M A41.3853
50 Day M A43.3353
CodeXRLX
Updated At13th of November 2024
Currency NameUS Dollar
In Threey Sharp Ratio(0.1)
TypeETF
FundX Investment Trust [XRLX] is traded in USA and was established null. The fund is listed under Tactical Allocation. The entity is thematically classified as Global Macro ETFs. FundX Investment Trust at this time have in net assets. with the current yeild of 0.02%, while the total return for the last 3 years was 3.3%.
Check FundX Investment Probability Of Bankruptcy

Top FundX Investment Trust Etf Constituents

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JNKSPDR Series TrustEtfMX Etf
SPMOInvesco SP 500EtfLarge Growth
IWFiShares Russell 1000EtfLarge Growth
VONGVanguard Russell 1000EtfLarge Growth
USIGiShares Broad USDEtfCorporate Bond
MGKVanguard Mega CapEtfLarge Growth
More Details

FundX Investment Trust Risk Profiles

The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in FundX Investment. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures.

FundX Investment Against Markets

When determining whether FundX Investment Trust offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of FundX Investment's financial statements, including income statements, balance sheets, and cash flow statements, to assess its financial health. Key financial ratios are used to gauge profitability, efficiency, and growth potential of Fundx Investment Trust Etf. Outlined below are crucial reports that will aid in making a well-informed decision on Fundx Investment Trust Etf:
Check out Your Current Watchlist to better understand how to build diversified portfolios, which includes a position in FundX Investment Trust. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in bureau of economic analysis.
You can also try the Financial Widgets module to easily integrated Macroaxis content with over 30 different plug-and-play financial widgets.
The market value of FundX Investment Trust is measured differently than its book value, which is the value of FundX that is recorded on the company's balance sheet. Investors also form their own opinion of FundX Investment's value that differs from its market value or its book value, called intrinsic value, which is FundX Investment's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because FundX Investment's market value can be influenced by many factors that don't directly affect FundX Investment's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between FundX Investment's value and its price as these two are different measures arrived at by different means. Investors typically determine if FundX Investment is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, FundX Investment's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.