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 12/31/19. The fund's latest filing disclosed 371MM in positions, representing 37% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/07 to 12/31/19. The fund's latest filing disclosed 371MM in positions, representing 37% of the manager's regulatory AUM.
FUNDX INVESTMENT StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
FUNDX INVESTMENT Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| LQD | 14.89% | ETF | 3.56% | 0.94% | 0 | 5% | ||
| MOAT | 13.07% | ETF | -8.47% | -0.13% | 3 | 1% | ||
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FEATURED IN
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...
Unlock Full Investment Process Description
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...
Unlock Full Investment Process Description
FUNDX INVESTMENT Portfolio Concentration
FUNDX INVESTMENT Location
235 MONTGOMERY STREET, STE 1049
SAN FRANCISCO, California
UNITED STATES, 94104
SAN FRANCISCO, California
UNITED STATES, 94104
FUNDX INVESTMENT Contact Information
Phone Number: 415-986-7979
Fax Number: 415-986-1595
Website: http://www.fundxinvestmentgroup.com
Fax Number: 415-986-1595
Website: http://www.fundxinvestmentgroup.com
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