FundX Sustainable Impact Fund (SRIFX)
FundX Sustainable Impact Fund operates in the Asset Management industry of the Financial Services sector, headquartered in San Francisco, CA. The stock last traded at $23.41, up 0.00% on the session, giving a market capitalisation of $12.2M. Its beta of 0.92 implies it has historically moved less than the broad market.
The FundX Sustainable Impact Fund operates as a portfolio of portfolios, primarily allocating its capital to a selection of underlying mutual funds and exchange-traded funds (ETFs). Its core objective is to commit substantially all, and under normal circumstances, a minimum of 80% of its net assets (including any borrowed funds for investment purposes) to sustainable impact investments. This investment philosophy integrates non-financial indicators that assess a company's adeptness at managing risks related to environmental stewardship, social concerns, and corporate governance – collectively referred to as ESG factors. The fund's overarching goal is to concurrently generate strong, competitive long-term investment performance while fostering a positive societal impact.
FundX Sustainable Impact Fund is most often compared with the following Financial Services names: