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FundX Investment Trust - FundX Conservative ETF (RELAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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35.70+0.29 (+0.82%)
At close: 09:01PM EDT

Overall portfolio composition (%)

Cash4.69%
Stocks62.14%
Bonds32.50%
Others0.36%
Preferred0.06%
Convertible0.25%

Sector weightings (%)

Sector(s)
RELAX
Basic materials
2.52%
Consumer cyclical
13.56%
Financial services
10.31%
Property
1.29%
Consumer defensive
4.36%
Healthcare
11.40%
Utilities
0.88%
Communication services
12.59%
Energy
2.52%
Industrials
5.67%
Technology
34.90%

Equity holdings

AverageRELAXCategory average
Price/Earnings0.0421.77
Price/book0.222.97
Price/sales0.322.15
Price/Cash flow0.0613.79
Median market cap249,994.2775,685.47
3-year earnings growth1814.22

Bond holdings

AverageRELAXCategory average
Maturity91.834.39
Duration4.646.14
Credit qualityN/AN/A

Bond ratings

Sector(s)RELAX
US government4.24%
AAAN/A
AAN/A
AN/A
BBBN/A
BBN/A
BN/A
Below BN/A
OthersN/A

Top 10 holdings (66.57% of total assets)

Get quotes for top holdings
NameSymbol% assets
Gateway YGTEYX8.46%
Value Line Capital Appreciation InstlVLIIX7.96%
Fidelity Advisor® Balanced IFAIOX7.62%
Vanguard STAR InvVGSTX7.50%
FPA CrescentFPACX7.06%
iShares Russell Top 200 Growth ETFIWY5.67%
Vanguard Growth ETFVUG5.64%
Invesco S&P 500® Top 50 ETFXLG5.64%
Vanguard Mega Cap Growth ETFMGK5.53%
Schwab US Large-Cap Growth ETF™SCHG5.49%