FundX Conservative Upgrader Fund (RELAX) Research
This fund operates as a 'fund-of-funds,' primarily allocating its capital to other investment vehicles. These 'underlying funds' are comprised of no-load or load-waived mutual funds, alongside exchange-traded funds (ETFs). In turn, these underlying investments hold individual securities, such as common stocks and corporate or government bonds. The Advisor dynamically oversees the fund's portfolio, employing a proprietary investment strategy called 'Upgrading,' which seeks to capitalize on prevailing global market trends.
Market snapshot
- Symbol
- RELAX
- Price
- $35.70
- Day change
- +0.82%
- Market cap
- $57.8M
- 52-week range
- 34.58-37.17
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- BNY Mellon Diversified Emerging Markets Fund (DBECX)
- Delaware Investments Dividend and Income Fund, Inc. (DDF)
- Dana Large Cap Equity Fund (DLCEX)
- FundX Aggressive Upgrader Fund (HOTFX)
- John Hancock Investments - John Hancock Tax-Advantaged Global Shareholder Yield Fund (HTY)
- Invesco High Income 2024 Target Term Fund (IHTA)
- FundX Flexible Income Fund (INCMX)
- Tortoise Energy Independence Fund, Inc. (NDP)
Open FundX Conservative Upgrader Fund (RELAX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.