• Fund Type: Fund of Funds
  • Objective: Foreign Growth
  • Asset Class: Equity
  • Geographic Focus: Global

FundX Aggressive Upgrader Fund

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HOTFX:US

52.01 USD 0.21 0.41%

As of 19:59:59 ET on 04/16/2014.

Snapshot for FundX Aggressive Upgrader Fund (HOTFX)

Year To Date: -2.66% 3-Month: -4.16% 3-Year: +8.23% 52-Week Range: 43.19 - 56.52
1-Month: -5.14% 1-Year: +17.84% 5-Year: +14.91% Beta vs SPX: 1.04

Mutual Fund Chart for HOTFX

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  • HOTFX:US 52.01
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Fund Profile & Information for HOTFX

FundX Aggressive Upgrader Fund is an open-end fund incorporated in the USA. The Fund's objective is to maximize capital appreciation over the long term with out regard to income. The Fund invests primarily in noload and load-waived mutual funds, made up of equity or fixed income securities of various credit qualities, and high-yield securities.

Inception Date: 07-01-2002 Telephone: 1-866-455-3863
Managers: JANET M BROWN / SEAN MCKEON
Web Site: www.upgraderfunds.com

Fundamentals for HOTFX

NAV (on 2014-04-16) 52.01
Assets (M) (on 2014-04-16) 71.10
Fund Leveraged N
Minimum Investment 1,000.00
Minimum Subsequent Investment 100.00

Dividends for HOTFX

Dividend Type Income
Dividend Frequency Annual
Last Dividend Net (on 2014-01-02) 0.03
Dividend Yield (ttm) 0.06

Fees & Expenses for HOTFX

Front Load 0.00
Back Load 0.00
Current Mgmt Fee 1.00
Redemption Fee 0.00
12b1 Fee 0.00
Expense Ratio 1.34

Top Fund Holdings for HOTFX

Filing Date: 03/31/2014
Name Position Value % of Total
PRIMECAP Odyssey Aggressive Gr 148,152 4,597,156 6.314%
Baron Partners Fund 126,101 4,484,142 6.159%
JPMorgan Mid Cap Growth Fund 150,645 4,383,756 6.021%
iShares Nasdaq Biotechnology E 17,600 4,161,520 5.716%
Ariel Fund 54,016 3,940,466 5.412%
Legg Mason Opportunity Trust 202,937 3,872,033 5.318%
Professionally Managed Portfol 98,273 3,737,318 5.133%
Nicholas Fund Inc 55,868 3,647,053 5.009%
Fidelity OTC Portfolio 45,203 3,607,225 4.954%
Turner Midcap Growth Fund 89,691 3,471,037 4.767%

Quotes delayed, except where indicated otherwise. Mutual fund NAVs include dividends. All prices in local currency. Time is ET.

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