Description: FundX ETF is an exchange traded fund launched and managed by One Capital Management, LLC. The fund invests in public equity markets of global region. It invests through other funds in stocks of companies operating across diversified sectors. It invests in growth and value stocks of companies across diversified market capitalization. The fund seeks to benchmark the performance of its portfolio against the S&P 500 Index and the Morningstar Global Market Large-Mid Cap Index. The fund employs proprietary research to create its portfolio. FundX ETF was formed on November 1, 2001 and is domiciled in the United States.
Exchange: NYSE ARCA
Country: US : United States of America
Currency: US Dollar ($)
Category: Large Growth
| Asset Allocation | |||
|---|---|---|---|
| Asset Class | Long % | Short % | Net Assets |
| Stock US | 99.00 | 0.00 | 99.00 |
| Cash | 0.57 | 0.01 | 0.57 |
| Stock non-US | 0.44 | 0.00 | 0.44 |
| Sector Weights | ||
|---|---|---|
| Sector | Equity % | Relative to Category |
| Technology | 43.54 | 41.91 |
| Consumer Cyclicals | 14.72 | 13.40 |
| Communication Services | 12.86 | 12.50 |
| Healthcare | 10.45 | 11.38 |
| Financial Services | 6.44 | 8.47 |
| Industrials | 4.42 | 6.33 |
| Consumer Defensive | 4.26 | 2.66 |
| Basic Materials | 1.30 | 1.17 |
| Energy | 0.93 | 0.76 |
| Real Estate | 0.79 | 0.87 |
| Utilities | 0.28 | 0.56 |
| World Regions | ||
|---|---|---|
| Region | Equity % | Relative to Category |
| North America | 99.59 | 96.30 |
| Europe Developed | 0.14 | 1.80 |
| Latin America | 0.10 | 0.53 |
| Asia Emerging | 0.10 | 0.17 |
| United Kingdom | 0.06 | 0.45 |
| Asia Developed | 0.02 | 0.60 |
| Japan | 0.00 | 0.05 |
| Africa/Middle East | 0.00 | 0.10 |