Fund X Upgrader Fund (FUNDX) Research
This investment vehicle functions as a fund-of-funds, primarily allocating capital to mutual funds that are either no-load or load-waived, alongside Exchange-Traded Funds (ETFs). An Advisor actively manages the portfolio using a unique proprietary investment strategy, termed 'Upgrading,' designed to capture global market trends. The Advisor strategically invests in underlying funds that the manager deems to be closely aligned with current market leadership.
Market snapshot
- Symbol
- FUNDX
- Price
- $45.91
- Day change
- -2.17%
- Market cap
- $140.6M
- 52-week range
- 45.91-45.91
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- CLS Global Aggressive Equity Fund (CLACX)
- CLS Shelter Fund (CLSHX)
- BNY Mellon Alcentra Global Credit Income 2024 Target Term Fund, Inc. (DCF)
- Janus Henderson Global Bond Fund (JGBCX)
- Janus Henderson Global Bond Fund (JGBIX)
- Janus Henderson Global Bond Fund (JGBSX)
- Janus Henderson Global Bond Fund (JGLNX)
- Salient Midstream & MLP Fund (SMM)
Open Fund X Upgrader Fund (FUNDX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.