The annual fee that you pay to the fund company for managing your investment. The lower the expense ratio, the better. This is not an investment recommendation.
XRLX, the FundX Investment Conservative ETF, is a multi-fund investment vehicle primarily designed to capitalize on global market trends. Its investment advisor employs a balanced strategy, allocating capital to underlying core equity, total return, and bond funds that are perceived to be aligned with prevailing market leadership. These core equity holdings are designed to offer broad-based exposure to dominant stock market trends, encompassing a diverse range of global equities across various market capitalizations and investment styles. Conversely, the total return and bond underlying funds serve to mitigate the risk and potential volatility inherent in the equity component. Specifically, the total return funds may employ diverse investment strategies aimed at delivering consistent income and reduced price fluctuations. The bond funds, on the other hand, invest in both domestic and international fixed-income securities, without specific restrictions on maturity or credit quality. As an actively managed fund, the advisor retains full discretion to dynamically adjust portfolio allocations in pursuit of more attractive investment opportunities. Notably, XRLX transitioned from a mutual fund structure to an ETF on October 9, 2023, initiating its operations with $58.2 million in assets.
Depending on the exchange, the stock ticker may vary. For instance, on Boats exchange FundX Conservative stocks are traded under the ticker XRLX.BOATS.
Does FundX Conservative pay dividends?▼
Yes, XRLX.BOATS dividends are paid annual. The last dividend per share was 1.28 . As of today, Dividend Yield (FWD)% is 0%.
In which sector is FundX Conservative located?▼
FundX Conservative operates in the Other sector.
When did FundX Conservative complete a stock split?▼
FundX Conservative has not had any recent stock splits.