HOTFX : FundX Aggressive Upgrader Fund

HOTFX is a US Stocks Market Large Growth with HIGH fees.

HOTFX

FundX Aggressive Upgrader Fund

FI Score

19 /100

Expense Ratio Rating

3 /10

Expense Rating

0 /10

Market Score

1 /10

Category Score

8 /10

Market Size

1 /10

19% FI Score
  • hotfx
  • Mutual Fund
  • US Stocks
  • Large Growth

FundX Aggressive Upgrader Fund

Expenses: 1.35% (Better than 0% of similar funds)

This is a bad choice for a Large Growth US Stocks fund. See why »

Fund Summary

The investment seeks to maximize capital appreciation over the long term without regard to income. The fund is a fund-of-funds and as such invests primarily in no-load and load-waived mutual funds, including ETFs. The underlying funds invest primarily in individual securities such as common stocks. The Advisor actively manages the fund's portfolio using a proprietary investment strategy called Upgrading, which seeks to capture global market trends.

Largest Holdings

Amount Holding
16.00% Invesco QQQ Trust
8.51% Technology Select Sector SPDR® ETF
5.95% Vanguard Information Technology ETF
5.90% Vanguard Consumer Staples ETF
5.76% Harbor Capital Appreciation Instl
5.75% Fidelity® Trend
5.42% VanEck Vectors Semiconductor ETF
5.41% iShares Global Healthcare ETF
5.35% TCW Select Equities I
5.30% T. Rowe Price New America Growth I
5.26% Matthews China Instl
5.07% iShares Nasdaq Biotechnology ETF
4.80% SPDR® Gold Shares
4.55% Fidelity Advisor® Equity Growth I
4.43% MFS Growth I
4.16% Fidelity® Select Semiconductors
2.28% Consumer Staples Select Sector SPDR® ETF

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