XRLX
FundX Conservative ETF
📎 Investment Objective
The FundX Conservative ETF seeks to provide long-term capital appreciation with lower volatility compared to the broader market.
Overview
ETF tracking FundX Conservative ETF
Performance
Price Chart
Investment Summary
📎 Investment Objective
The FundX Conservative ETF seeks to provide long-term capital appreciation with lower volatility compared to the broader market.
🎯 Investment Strategy
The fund invests primarily in other ETFs that provide exposure to a diversified portfolio of stocks, bonds, and other asset classes. The fund's managers use a quantitative, momentum-based approach to select the underlying ETFs, seeking to invest in those that have demonstrated strong recent performance.
✨ Key Features
- Diversified multi-asset portfolio with exposure to stocks, bonds, and other asset classes
- Actively managed approach that aims to identify and invest in outperforming ETFs
- Relatively low expense ratio compared to many actively managed funds
- Designed for investors seeking long-term capital growth with lower volatility
⚠️ Primary Risks
- Market risk: The value of the fund's investments may decline due to general market conditions
- Underlying fund risk: The fund is subject to the risks of the underlying ETFs it invests in
- Active management risk: The fund's performance may lag the broader market if the manager's investment decisions are not successful
- Liquidity risk: Some of the underlying investments may have limited liquidity, which could impact the fund's ability to sell positions
👤 Best For
The FundX Conservative ETF is best suited for investors with a moderate risk tolerance who are seeking long-term capital appreciation with lower volatility compared to the broader stock market. It may be appropriate as a core holding in a diversified portfolio.