FundX Sustainable Impact (SRIFX)
OTC Markets OTCPK - OTC Markets OTCPK Delayed price. Currency in USD
Add to watchlist
At close: 08:00PM EDT
FundX Sustainable Impact
2020 East Financial Way, Suite 100
FundX Investment Trust
(626) 914-7230
Management information
,Lead manager since 30 March 2017
McKeon is principal and portfolio manager with FundX Investment Group, LLC since 1990.
Morningstar style box
Yahoo partners with Morningstar, a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box, which identifies a fund's investment focus, based on the underlying securities in the fund.
Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.
Fund overview
CategoryLarge Growth
Fund familyFund X
Net assets12.18M
YTD return0.48%
Yield0.71%
Morningstar rating★★
Inception date30 Mar 2017
Fund operations
Last dividend0.17
Last cap gain-26.00
Holdings turnover209.00%
Average for categoryN/A
Fees and expenses
ExpenseSRIFXCategory average
Annual report expense ratio (net)1.83%0.99%
Prospectus net expense ratio1.83%N/A
Prospectus gross expense ratio2.01%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.36%
Max deferred sales loadN/A1.33%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A
© 2024 Yahoo. All rights reserved.