Prospectus & Applications
Prospectus
Statement of Additional Information (SAI)
Standard Applicaion
IRA Application
Shareholder Materials
2007 Annual Report
2008 Semi-Annual Report
Forms & Information
Learn more about the FundX Upgrader Funds in the publications below. You will need Adobe Acrobat Reader to access any of these documents. If you do not have Adobe Acrobat Reader, click here to download. If you would prefer a printed copy, please contact Shareholder Services at 1-866-455-FUND.
Applications:
Prospectus FundX Upgrader Fund (FUNDX) FundX Aggressive Upgrader (HOTFX) FundX Conservative Upgrader (RELAX) FundX Flexible Income (INCMX)
Annual & Semi Annual Reports FundX Upgrader Fund (FUNDX) FundX Aggressive Upgrader (HOTFX) FundX Conservative Upgrader (RELAX) FundX Flexible Income (INCMX) FundX ETF Upgrader (REMIX) FundX ETF Aggressive Upgrader (UNBOX)
FundX Stock Upgrader Fund (STOCX)
FundX ETF Upgrader Funds (REMIX, UNBOX)
FundX Taxctical Upgrader Fund (TACTX)
To Invest By Wire Click here for instructions
Investor Questionnaire (to assist in choosing a model portfolio of FundX Upgrader Funds). Investor Questionnaire (pdf).
The Upgrader Newsletter:
Taxes: 2007 Tax Guide (January 2008) Money Market Information: Prospectus
