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FundX Upgrader Funds | FUNDX Upgrader Funds

Skip to main content. FundX Upgrader Fund (FUNDX). FundX Aggressive Upgrader (HOTFX). FundX Tactical Upgrader Fund (TACTX). FundX Conservative Upgrader (RELAX). Flexible Income and Total Return. FundX Flexible Total Return Fund (TOTLX). FundX Flexible Income (INCMX). Open A New Account. One Fund and You're Done. In one mutual fund investment, you get a changing portfolio of 10-40 mutual funds and ETFs. Respond to Market Changes. You choose the risk level: we have mutual funds designed to meet your goals.

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CONTACTS AT UPGRADERFUNDS.COM

FundX Investment Group

Jeffrey Smith

235 Montgom●●●●●●●●●●● Suite 1049

SAn ●●●●isco , CA, 94104

US

1.41●●●●7979
je●●@fundx.com

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FundX Investment Group

Jeffrey Smith

235 Montgom●●●●●●●●●●● Suite 1049

SAn ●●●●isco , CA, 94104

US

1.41●●●●7979
je●●@fundx.com

View this contact

FundX Investment Group

Jeffrey Smith

235 Montgom●●●●●●●●●●● Suite 1049

SAn ●●●●isco , CA, 94104

US

1.41●●●●7979
je●●@fundx.com

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Skip to main content. FundX Upgrader Fund (FUNDX). FundX Aggressive Upgrader (HOTFX). FundX Tactical Upgrader Fund (TACTX). FundX Conservative Upgrader (RELAX). Flexible Income and Total Return. FundX Flexible Total Return Fund (TOTLX). FundX Flexible Income (INCMX). Open A New Account. One Fund and You're Done. In one mutual fund investment, you get a changing portfolio of 10-40 mutual funds and ETFs. Respond to Market Changes. You choose the risk level: we have mutual funds designed to meet your goals.
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FundX Upgrader Funds | FUNDX Upgrader Funds | upgraderfunds.com Reviews

https://upgraderfunds.com

Skip to main content. FundX Upgrader Fund (FUNDX). FundX Aggressive Upgrader (HOTFX). FundX Tactical Upgrader Fund (TACTX). FundX Conservative Upgrader (RELAX). Flexible Income and Total Return. FundX Flexible Total Return Fund (TOTLX). FundX Flexible Income (INCMX). Open A New Account. One Fund and You're Done. In one mutual fund investment, you get a changing portfolio of 10-40 mutual funds and ETFs. Respond to Market Changes. You choose the risk level: we have mutual funds designed to meet your goals.

INTERNAL PAGES

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1

Flexible Income & Total Return | FUNDX Upgrader Funds

http://www.upgraderfunds.com/fixed-income-fund

Skip to main content. FundX Upgrader Fund (FUNDX). FundX Aggressive Upgrader (HOTFX). FundX Tactical Upgrader Fund (TACTX). FundX Conservative Upgrader (RELAX). Flexible Income and Total Return. FundX Flexible Total Return Fund (TOTLX). FundX Flexible Income (INCMX). Open A New Account. FundX Upgrader Fund (FUNDX). Best in class for Mixed-Asset Target Allocation Aggressive Growth Funds among 39 fund of funds for the three years ending 11/30/2015 based on risk-adjusted returns. We're available Monday thro...

2

How to Invest | FUNDX Upgrader Funds

http://www.upgraderfunds.com/how-invest

Skip to main content. FundX Upgrader Fund (FUNDX). FundX Aggressive Upgrader (HOTFX). FundX Tactical Upgrader Fund (TACTX). FundX Conservative Upgrader (RELAX). Flexible Income and Total Return. FundX Flexible Total Return Fund (TOTLX). FundX Flexible Income (INCMX). Open A New Account. FundX Upgrader Fund (FUNDX). Best in class for Mixed-Asset Target Allocation Aggressive Growth Funds among 39 fund of funds for the three years ending 11/30/2015 based on risk-adjusted returns. Coverdell Education Saving ...

3

Strategy | FUNDX Upgrader Funds

http://www.upgraderfunds.com/strategy

Skip to main content. FundX Upgrader Fund (FUNDX). FundX Aggressive Upgrader (HOTFX). FundX Tactical Upgrader Fund (TACTX). FundX Conservative Upgrader (RELAX). Flexible Income and Total Return. FundX Flexible Total Return Fund (TOTLX). FundX Flexible Income (INCMX). Open A New Account. FundX Upgrader Fund (FUNDX). Best in class for Mixed-Asset Target Allocation Aggressive Growth Funds among 39 fund of funds for the three years ending 11/30/2015 based on risk-adjusted returns. Historically, many winning ...

4

Why Should I Invest? | FUNDX Upgrader Funds

http://www.upgraderfunds.com/why-should-i-invest

Skip to main content. FundX Upgrader Fund (FUNDX). FundX Aggressive Upgrader (HOTFX). FundX Tactical Upgrader Fund (TACTX). FundX Conservative Upgrader (RELAX). Flexible Income and Total Return. FundX Flexible Total Return Fund (TOTLX). FundX Flexible Income (INCMX). Open A New Account. FundX Upgrader Fund (FUNDX). Best in class for Mixed-Asset Target Allocation Aggressive Growth Funds among 39 fund of funds for the three years ending 11/30/2015 based on risk-adjusted returns. Why Should I Invest? 235 Mo...

5

Balanced Fund | FUNDX Upgrader Funds

http://www.upgraderfunds.com/balanced-fund

Skip to main content. FundX Upgrader Fund (FUNDX). FundX Aggressive Upgrader (HOTFX). FundX Tactical Upgrader Fund (TACTX). FundX Conservative Upgrader (RELAX). Flexible Income and Total Return. FundX Flexible Total Return Fund (TOTLX). FundX Flexible Income (INCMX). Open A New Account. FundX Upgrader Fund (FUNDX). Best in class for Mixed-Asset Target Allocation Aggressive Growth Funds among 39 fund of funds for the three years ending 11/30/2015 based on risk-adjusted returns. Balance Growth and Stability.

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FundX Investment Group | History

http://www.fundxinvestmentgroup.com/our-company/history

Our Process in Four Steps. The Way We Work. In 1969, native San Franciscan and Stanford University graduate Burt Berry took the bold step of using noload mutual funds instead of individual stocks and bonds to professionally manage assets on behalf of clients. Janet Brown joined Burt in 1978. She defined the system by developing the FundX Score to rank funds by near-term performance, and she quantified the risk-classification system still in use today. Over time, the investment strategy known as U...And i...

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fundx | Market Commentary on Upgrading

https://upgradinginvestments.wordpress.com/author/fundx

Market Commentary on Upgrading. Insights from DAL Investment Company. Managers’ Special Report: August 2010 overview. August 6, 2010. Since our last report. Managers’ Special Report: Buys and Sells – Core Equity Funds. August 6, 2010. Based on data from August 3 , 2010. Core equity funds (Class 3 for newsletter subscribers). Core Equity Funds (Class 3). Managers’ Special Report: Buys and Sells Speculative Equity Funds. August 6, 2010. Based on data from August 3 , 2010. This month, we are selling gold an...

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Managers’ Special Report: August 2010 overview | Market Commentary on Upgrading

https://upgradinginvestments.wordpress.com/2010/08/06/managers-special-report-august-2010-overview

Market Commentary on Upgrading. Insights from DAL Investment Company. Managers’ Special Report: Buys and Sells – Core Equity Funds. Managers’ Special Report: August 2010 overview. August 6, 2010. Since our last report. This entry was posted in Managers Special Report. Managers’ Special Report: Buys and Sells – Core Equity Funds. Leave a Reply Cancel reply. Enter your comment here. Fill in your details below or click an icon to log in:. Address never made public). Notify me of new comments via email.

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Near Term Performance: Still the Best Way to Select Funds | Market Commentary on Upgrading

https://upgradinginvestments.wordpress.com/2010/06/16/near-term-performance-still-the-best-way-to-select-funds

Market Commentary on Upgrading. Insights from DAL Investment Company. Managers’ Special Report. Managers’ Special Report: Tactical Model Perspective →. Near Term Performance: Still the Best Way to Select Funds. June 16, 2010. DAL President Janet Brown is a contributor to the Forbes Investor Team blog, Intelligent Investor. The following was excerpted from her post, Staying Local with Your Funds. Click on the chart to see it in a larger format.). But while near term performance can tell us where to invest...

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Market Commentary on Upgrading | Insights from DAL Investment Company | Page 2

https://upgradinginvestments.wordpress.com/page/2

Market Commentary on Upgrading. Insights from DAL Investment Company. Newer posts →. Managers’ Special Report: Buys and Sells Core Equity Funds. June 7, 2010. Based on data from June 4, 2010. Core equity funds (Class 3 for newsletter subscribers). Century, followed by an extended period of leadership from foreign funds, our greatest conviction is that fund leadership will continue to change over time. For now, our highest ranked core funds are primarily mid-cap and value funds. Core Equity Funds (Class 3).

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Managers’ Special Report: Buys & Sells – Flexible Income Funds | Market Commentary on Upgrading

https://upgradinginvestments.wordpress.com/2010/08/06/managers’-special-report-buys-sells-–-flexible-income-funds-4

Market Commentary on Upgrading. Insights from DAL Investment Company. Managers’ Special Report: Tactical Model Perspective. Managers’ Special Report: Buys and Sells Speculative Equity Funds →. Managers’ Special Report: Buys and Sells Flexible Income Funds. August 6, 2010. Based on data from August 3 , 2010. We have moderately increased our portfolio duration since our last report, selling some shorter-term funds and increasing our current yield. We have also added to US dollar-hedged foreign bond fund.

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Managers’ Special Report | Market Commentary on Upgrading

https://upgradinginvestments.wordpress.com/2010/06/07/managers-special-report

Market Commentary on Upgrading. Insights from DAL Investment Company. Managers’ Special Report: Buys and Sells Core Equity Funds. Near Term Performance: Still the Best Way to Select Funds →. Managers’ Special Report. June 7, 2010. Each month, DAL Investment Company’s team of portfolio managers provides the following commentary. What we’re buying and selling and how portfolios are being re-positioned. Core Equity Funds (Class 3 for newsletter subscribers). Learn how we at DAL create portfolios. Follow &ld...

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Managers’ Special Report: Tactical Model Perspective | Market Commentary on Upgrading

https://upgradinginvestments.wordpress.com/2010/08/06/managers’-special-report-tactical-model-perspective-4

Market Commentary on Upgrading. Insights from DAL Investment Company. Near Term Performance: Still the Best Way to Select Funds. Managers’ Special Report: Buys and Sells Flexible Income Funds →. Managers’ Special Report: Tactical Model Perspective. August 6, 2010. Based on data from August 3 , 2010. The year has been quite a roller coaster ride. Our tactical portfolios were much less volatile and boast modest gains. This entry was posted in Managers Special Report. Leave a Reply Cancel reply. You are com...

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FundX Upgrader Funds | FUNDX Upgrader Funds

Skip to main content. FundX Upgrader Fund (FUNDX). FundX Aggressive Upgrader (HOTFX). FundX Tactical Upgrader Fund (TACTX). FundX Conservative Upgrader (RELAX). Flexible Income and Total Return. FundX Flexible Total Return Fund (TOTLX). FundX Flexible Income (INCMX). Open A New Account. One Fund and You're Done. In one mutual fund investment, you get a changing portfolio of 10-40 mutual funds and ETFs. Respond to Market Changes. You choose the risk level: we have mutual funds designed to meet your goals.

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FundX Upgrader Funds | FUNDX Upgrader Funds

Skip to main content. FundX Upgrader Fund (FUNDX). FundX Aggressive Upgrader (HOTFX). FundX Tactical Upgrader Fund (TACTX). FundX Conservative Upgrader (RELAX). Flexible Income and Total Return. FundX Flexible Total Return Fund (TOTLX). FundX Flexible Income (INCMX). Open A New Account. One Fund and You're Done. In one mutual fund investment, you get a changing portfolio of 10-40 mutual funds and ETFs. Respond to Market Changes. You choose the risk level: we have mutual funds designed to meet your goals.

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