The Upgrader Quarterly (Past Issues PDF)

Disclosure
Mutual fund investing involves risk. Principal loss is possible. The FundX Upgrader Funds are considered “funds of funds” and an investor will indirectly bear the principal risks of the underlying funds including but not limited to risks associated with smaller companies, foreign securities, emerging markets, non-diversification, high yield bonds, fixed income investments and short sales. Each of the Funds will bear its share of the fees and expenses of the underlying funds. Shareholders will pay higher expenses than would be the case if making direct investments in the underlying funds. The Funds employ an “upgrading” strategy whereby they continually seeks to invest in the top-performing securities at a given time.  When investment decisions are based on near-term performance, however, the Funds may be exposed to the risk of buying Underlying Funds immediately following a sudden, brief surge in performance that may be followed by a subsequent drop in market value.

Past performance does not guarantee future results.
While the Funds are no-load, management fees and other expenses will apply. Please refer to the prospectus for further details. Investors should consider the investment objectives, risks, charges and expenses of the funds carefully before investing. This and other information are contained in the fund’s prospectus.
Click here for the current prospectus. A hard-copy of the prospectus can also be obtained by calling 866-455-3863.

The FundX Upgrader Funds are distributed by Quasar Distributors, LLC.

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