FundX Aggressive Upgrader Fund (HOTFX) Research

Operating as a "fund-of-funds," this investment primarily allocates capital to a selection of no-load and load-waived mutual funds, along with various exchange-traded funds (ETFs). These underlying investments, in turn, focus predominantly on individual securities, such as common stocks. The Fund Advisor actively oversees the portfolio, implementing a proprietary investment strategy named "Upgrading," which aims to capitalize on global market trends.

Market snapshot

Symbol
HOTFX
Price
$46.36
Day change
-2.36%
Market cap
$24.7M
52-week range
46.36-46.36
Sector
Financial Services
Industry
Asset Management

Peer companies

  • Victory US 500 Enhanced Volatility Wtd Index Fund (CUHAX)
  • Victory US 500 Enhanced Volatility Wtd Index Fund (CUHCX)
  • Fidelity Simplicity RMD Income Fund (FIRNX)
  • Guinness Atkinson Dividend Builder Fund (GAINX)
  • Janus Henderson Emerging Markets Fund (HEMCX)
  • Janus Henderson Emerging Markets Fund (HEMSX)
  • AMG GW&K Global Allocation Fund (MBESX)
  • JPMorgan Small Cap Sustainable Leaders Fund (VSSCX)

Open FundX Aggressive Upgrader Fund (HOTFX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.