FUNDX FUNDS
Updated 370 days ago
- Age: 22 years
- ID: 11418535/130
101 Montgomery St. Ste. 2400, San Francisco, CA 94104
FundX, now a division of One Capital Management, was one of the first advisors to use no-load mutual funds to manage client accounts in 1969. It created the first FundX Fund in 2001, packaging one of its popular client portfolios as a mutual fund that was available to everyone. There are now five FundX funds and ETFs designed to meet a wide range of investor goals...
One Capital Management became the Funds' advisor in 2022. The Funds' longtime portfolio managers and evidence-based investment strategies remain the same. We manage equity, sustainable, and fixed income portfolios with discipline, integrity, and with our investors' best interests in mind...
FundX is a division of One Capital Management, LLC that has been actively managing portfolios of funds to help people build and preserve wealth for more than 50 years.