Fund X Upgrader Fund (FUNDX)
Fund X Upgrader Fund operates in the Asset Management industry of the Financial Services sector, headquartered in San Francisco, CA. The stock last traded at $45.91, down 2.17% on the session, giving a market capitalisation of $140.6M. Its beta of 0.90 implies it has historically moved less than the broad market.
This investment vehicle functions as a fund-of-funds, primarily allocating capital to mutual funds that are either no-load or load-waived, alongside Exchange-Traded Funds (ETFs). An Advisor actively manages the portfolio using a unique proprietary investment strategy, termed 'Upgrading,' designed to capture global market trends. The Advisor strategically invests in underlying funds that the manager deems to be closely aligned with current market leadership.
Fund X Upgrader Fund is most often compared with the following Financial Services names: