FUNDX Mutual Fund Quote

FUNDX
 Fund
  

USD 50.29  0.62  1.25%   

Market Performance
0 of 100
Odds Of Distress
Less than 1
Fund X is trading at 50.29 as of the 5th of July 2022; that is 1.25 percent increase since the beginning of the trading day. The fund's open price was 49.67. Fund X has a very small chance of experiencing financial distress in the next few years, but has generated negative returns over the last 90 days. Equity ratings for Fund X Upgrader are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 10th of June 2021 and ending today, the 5th of July 2022. Click here to learn more.
The fund is a fund-of-funds and as such invests primarily in no-load and load-waived mutual funds, including ETFs. Fund X is traded on NASDAQ Exchange in the United States. More on Fund X Upgrader

Moving together with Fund X

0.86CSCOCisco Systems Fiscal Year End 17th of August 2022 PairCorr
0.95DISWalt Disney Fiscal Year End 9th of November 2022 PairCorr
0.76PGProcter Gamble Fiscal Year End 29th of July 2022 PairCorr

Fund X Mutual Fund Highlights

Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. If you consider yourself one of those investors, make sure you clearly understand your entering position. Fund X's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Fund X or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
Fund X Upgrader generated a negative expected return over the last 90 days
Fund X Upgrader is unlikely to experience financial distress in the next 2 years
Latest headline from citywireusa.com: Fund Files Transamerica drops Pimco and JPM for subsidiary Invesco swaps PMs - Citywire USA
The fund retains 96.21% of its assets under management (AUM) in equities
Macroaxis Advice
Unlike general analyst consensus, Macroaxis buy hold or sell recommendation is provided in the context of your current investment horizon and risk tolerance. The advice algorithm takes into account all of Fund X's available fundamental, technical, and predictive indicators. Your current horizon is 90 days - details
Strong HoldFairly Valued
Beta In Three Year0.95
Startdate1st of November 2001
Fund X Upgrader [FUNDX] is traded in USA and was established 5th of July 2022. The fund is listed under Large Growth category and is part of Fund X family. Fund X Upgrader currently has accumulated 233.04 M in assets under management (AUM) with minimum initial investment of 1 K. , while the total return for the last 3 years was 9.33%.
Check Fund X Probability Of Bankruptcy

Instrument Allocation

Sector Allocation (%)

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on FUNDX Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding FUNDX Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Fund X Upgrader Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top Fund X Upgrader Constituents

Fund X Target Price Odds Analysis

What are Fund X's target price odds to finish over the current price? Based on a normal probability distribution, the odds of Fund X jumping above the current price in 90 days from now is about 87.52%. The Fund X Upgrader probability density function shows the probability of Fund X mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Fund X has a beta of 0.9884. This usually indicates Fund X Upgrader market returns are sensitive to returns on the market. As the market goes up or down, Fund X is expected to follow. Additionally, the company has a negative alpha, implying that the risk taken by holding this instrument is not justified. Fund X Upgrader is significantly underperforming DOW.
  Odds Below 50.29HorizonTargetOdds Above 50.29
12.35%90 days
 50.29 
87.52%
Based on a normal probability distribution, the odds of Fund X to move above the current price in 90 days from now is about 87.52 (This Fund X Upgrader probability density function shows the probability of FUNDX Mutual Fund to fall within a particular range of prices over 90 days) .

Fund X Upgrader Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. Fund X market risk premium is the additional return an investor will receive from holding Fund X long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Fund X. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Fund X's alpha and beta are two of the key measurements used to evaluate Fund X's performance over the market, the standard measures of volatility play an important role as well.

Fund X Against Markets

Picking the right benchmark for Fund X mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Fund X mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Fund X is critical whether you are bullish or bearish towards Fund X Upgrader at a given time.

Be your own money manager

Our tools can tell you how much better you can do entering a position in Fund X without increasing your portfolio risk or giving up expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate.risk-adjusted returns of your individual positions relative to your overall portfolio.

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Investing Fund X Upgrader

You need to understand the risk of investing before taking a position in Fund X. The danger of trading Fund X Upgrader is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Fund X is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Fund X. The Shape ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Fund X Upgrader is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Please check Investing Opportunities. Note that the Fund X Upgrader information on this page should be used as a complementary analysis to other Fund X's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try Commodity Channel Index module to use Commodity Channel Index to analyze current equity momentum.

Complementary Tools for FUNDX Mutual Fund analysis

When running Fund X Upgrader price analysis, check to measure Fund X's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Fund X is operating at the current time. Most of Fund X's value examination focuses on studying past and present price action to predict the probability of Fund X's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move Fund X's price. Additionally, you may evaluate how the addition of Fund X to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between Fund X's value and its price as these two are different measures arrived at by different means. Investors typically determine Fund X value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Fund X's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.