FUNDX INVESTMENT Overview

Fundx Investment Group Llc is an investment advisor that manages 1 BN dollars in regulatory AUM and has 17 employees, of which 10 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/07 to 09/30/16. The fund's latest filing disclosed 391MM in positions, representing 39% of the manager's regulatory AUM.

FUNDX INVESTMENT StockAlpha

-3.1%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

FUNDX INVESTMENT Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
DVY 11.78% ETF 4.81% 0.08% 0 6%
SDY 10.82% ETF 4.04% -0.02% 1 3%
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FEATURED IN
Logo of CNBC
Wall Street Journal Logo
Pensions & Investments logo
BloomBerg Logo

FUNDX INVESTMENT Founders and Key Employees

Name Title In Position Since
Janet M. Brown President, Cfo, Coo July-1997
Christopher T. Bayley Shareholder July-1997
Bernard W. Burke Principal February-2011
Thomas F. Coyne Shareholder July-1997
Robert H. Enslow Shareholder July-1997
Martin R. Devault Principal July-1997
Sean Mckeon Principal July-1997
Jason W. Browne Chief Investment Officer January-2012
Jeffrey C. Smith Publications Director January-2004
Bernardo B. Kuan Chief Compliance Officer January-2011

FUNDX INVESTMENT Brokers, Custodians, Auditors and Administrators

Type Company

FUNDX INVESTMENT Investment Strategy

Item 8 METHODS OF ANALYSIS, INVESTMENT STRATEGIES, Risk of Loss METHODS OF ANALYSIS

FundX’s research team employs charting, fundamental, technical and cyclical methodologies in its securities analyses. Our researchers rely both on qualitative and quantitative research techniques to choose the most promising investments for our clients. The Firm relies on leading industry research to inform our investment strategy and utilizes a variety of financial and economic sources to study various asset classes including third party academic research materials, financial newspapers and magazines, corporate rating services, and corporate annual reports, press releases, prospectuses and regulatory filings.

INVESTMENT STRATEGY

In consultation with each client, FundX structures a portfolio consistent with the client’s stated financial goals, time frame and risk objectives. FundX generally invests client assets in no-load mutual funds and/or exchange traded f...
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FUNDX INVESTMENT Portfolio Concentration

FUNDX INVESTMENT Location

235 MONTGOMERY STREET, STE 1049
SAN FRANCISCO, California
UNITED STATES, 94104

FUNDX INVESTMENT Contact Information

Phone Number: 415-986-7979
Fax Number: 415-986-1595
Website:

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