How to Invest

When you invest in the FundX Upgrader Funds, you are our client. Just like our private money management clients, the FundX Upgrader Funds provide you with a set portfolio which we Upgrade on your behalf.

For help choosing which funds to invest in, click here to access our Questionnaire.

Ready to invest? Open an Account.

Download the Prospectus and Application

FUNDX, HOTFX, RELAX and INCMX Prospectus - We recommend that you read the prospectus carefully before investing. Click here to download. (Prospectus Dated February 28, 2007)

• Prospectus

FundX Stock Upgrader Fund (STOCX):

• Prospectus

FundX ETF Upgrader Funds (REMIX, UNBOX)

• FundX ETF Upgrader Funds Prospectus
• FundX ETF Funds SAI

Applications - Select the application you wish to download below.

• Standard Application (Updated February, 2007)

• IRA Application (Updated February, 2007)
• IRA Transfer Application (Updated February, 2007)
• IRA Disclosures (50 Pages)

To Invest By Wire

Click here for Wire Instructions

Call 1-866-455-FUND (3863) to receive the prospectus or application in the mail.

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