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XCOR
Upturn stock ratingUpturn stock rating

FundX ETF (XCOR)

Upturn stock ratingUpturn stock rating
$74.83
Last Close (24-hour delay)
Profit since last BUY5.13%
upturn advisory
Consider higher Upturn Star rating
BUY since 27 days
  • BUY Advisory
  • SELL Advisory (Profit)​
  • SELL Advisory (Loss)​
  • Profit
  • Loss
  • Pass (Skip investing)
Upturn Stock infoUpturn Stock info Stock price based on last close
*as per simulation
(see disclosures)
Time period over
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Upturn Advisory Summary

07/24/2025: XCOR (1-star) has a low Upturn Star Rating. Not recommended to BUY.

Upturn Star Rating

rating

Not Recommended Performance

These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.

Analysis of Past Performance

Type ETF
Historic Profit 22.63%
Avg. Invested days 54
Today’s Advisory Consider higher Upturn Star rating
Upturn Star Rating Upturn stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 5.0
ETF Returns Performance Upturn Returns Performance 4.0
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn Profits based on simulation Last Close 07/24/2025

Key Highlights

Volume (30-day avg) -
Beta 0.97
52 Weeks Range 56.59 - 75.03
Updated Date 06/29/2025
52 Weeks Range 56.59 - 75.03
Updated Date 06/29/2025

ai summary icon Upturn AI SWOT

FundX ETF

ETF Overview

overview logo Overview

FundX ETFs offer a unique approach to investing, typically utilizing a tactical asset allocation strategy that shifts investments based on market conditions and trends. Their primary focus is on maximizing returns by strategically allocating capital across different asset classes.

reliability logo Reputation and Reliability

FundX Funds is known for its actively managed, tactical asset allocation approach. Their reliability is reflected in their consistent application of their investment methodology.

reliability logo Management Expertise

FundX's management team has experience in tactical asset allocation and quantitative analysis, seeking to outperform traditional benchmarks through dynamic portfolio adjustments.

Investment Objective

overview logo Goal

The primary investment goal of FundX ETFs is to achieve long-term capital appreciation by dynamically allocating assets based on market trends.

Investment Approach and Strategy

Strategy: FundX ETFs employ a tactical asset allocation strategy, actively adjusting their portfolio composition to capitalize on perceived market opportunities and mitigate risks.

Composition The ETFs typically hold a mix of stocks, bonds, and potentially other asset classes, with allocations varying based on FundX's market outlook.

Market Position

Market Share: Difficult to provide a precise market share without specifying a narrow sector. FundX's market share within tactical asset allocation ETFs would be dependent on specific fund choices and time period.

Total Net Assets (AUM): Data for a specific FundX ETF fund is needed to populate this field

Competitors

overview logo Key Competitors

  • DGRO
  • VTI
  • SCHD
  • IVV
  • SPY

Competitive Landscape

The ETF market is highly competitive, with numerous players offering similar investment strategies. FundX ETFs differentiate themselves through their active, tactical asset allocation approach, which may provide an advantage in certain market environments but also carries higher fees and the risk of underperformance compared to passively managed ETFs. Major players like Vanguard and BlackRock offer ETFs that track the entire market, or dividends which may be similar to some of the FundX fund offerings.

Financial Performance

Historical Performance: Historical financial performance data would be populated here (using time series for graphical representation) when specific FundX ETF is chosen.

Benchmark Comparison: A benchmark comparison (like the S&P 500 or a blended benchmark reflecting the ETF's asset allocation) would be presented when a specific FundX ETF is chosen.

Expense Ratio: Specific expense ratio for the ETF should be listed here.

Liquidity

Average Trading Volume

Average trading volume depends on the FundX ETF's popularity and market interest; more popular ETFs generally have higher trading volumes.

Bid-Ask Spread

The bid-ask spread provides insights into the cost of trading the ETF; narrower spreads imply higher liquidity and lower transaction costs.

Market Dynamics

Market Environment Factors

Economic indicators, interest rates, inflation, and geopolitical events all influence market dynamics affecting FundX ETFs. Sector-specific growth also drives the decisions the investment team at FundX makes.

Growth Trajectory

FundX ETF's growth trajectory depends on its investment performance, market conditions, and investor demand for tactical asset allocation strategies. Changes to allocation or strategy are based on macro analysis.

Moat and Competitive Advantages

Competitive Edge

FundX ETFsu2019 competitive advantage lies in their active, tactical asset allocation strategy, which aims to outperform traditional benchmarks by dynamically adjusting portfolio holdings based on market conditions. This flexibility allows them to adapt to changing economic environments and capitalize on emerging opportunities. Their active management approach differentiates them from passively managed index funds. The strength of FundX's competitive advantage hinges on the expertise of their management team.

Risk Analysis

Volatility

Volatility is assessed by reviewing the standard deviation of the ETF's returns over different time periods. Tactical approaches often can increase short term volatility in order to reach its investment objective.

Market Risk

Market risk depends on the specific assets held by the ETF; equity-heavy portfolios are generally more susceptible to market fluctuations than bond-heavy portfolios.

Investor Profile

Ideal Investor Profile

The ideal investor for FundX ETFs is one who seeks capital appreciation, understands tactical asset allocation, and is comfortable with active management strategies. They should also have a higher risk tolerance than passive investors.

Market Risk

FundX ETFs are suitable for long-term investors who seek active management and are comfortable with the potential for both higher returns and higher risks.

Summary

FundX ETFs offer a tactical asset allocation strategy aimed at maximizing capital appreciation by dynamically adjusting portfolio holdings. This active management approach differentiates them from passive index funds, potentially leading to higher returns but also carrying increased risk and higher fees. The success of FundX ETFs hinges on the expertise of their management team and their ability to accurately predict market trends. Investors should carefully consider their risk tolerance and investment goals before investing in FundX ETFs. Understanding the details of each of the FundX ETF investment approach is key to matching the fund to the investor's goals.

Peer Comparison

Sources and Disclaimers

Data Sources:

  • FundX Funds website
  • ETF.com
  • Morningstar

Disclaimers:

This analysis is for informational purposes only and should not be considered financial advice. Investment decisions should be made based on individual circumstances and after consulting with a qualified financial advisor.

Upturn AI SummarizationUpturn AI Summarization AI Summarization is directionally correct and might not be accurate.

Upturn AI SummarizationUpturn AI Summarization Summarized information shown could be a few years old and not current.

Upturn AI SummarizationUpturn AI Summarization Fundamental Rating based on AI could be based on old data.

Upturn AI SummarizationUpturn AI Summarization AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.

About FundX ETF

Exchange NYSE ARCA
Headquaters -
IPO Launch date -
CEO -
Sector -
Industry -
Full time employees -
Website
Full time employees -
Website

Under normal market conditions, the fund will invest predominantly in Core Equity Underlying ETFs, which generally invest in diversified portfolios of equity securities of well-established U.S. and foreign companies with a wide range of market capitalizations. Core Equity Underlying ETFs may also invest in fixed income securities. The fund may hold up to 50% of its assets in Underlying ETFs that focus on emerging markets.