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FundX Flexible Income Fund (INCMX)

Net Asset Value
1 Day
Overall Morningstar Rating
Multisector bond
Style or Category
No Load
Sales Expenses
Expense Ratio
Below Average
Morningstar Risk Rating™
Investment Objective The investment seeks to generate total return- which is capital appreciation plus current income. The fund is a fund-of-funds and as such invests primarily in no-load and load-waived mutual funds- including ETFs ("underlying funds"). The underlying funds invest primarily in individual securities such as common stocks and corporate or government bonds. The fund will invest predominately in Bond underlying funds of varying maturity- credit quality (including high-yield securities- or "junk bonds") and regional exposure. It may purchase- without limit- shares of underlying funds that invest in domestic and international corporate or government bonds.


1 month-0.07% 3 years+2.98%
3 months+1.39% 5 years+3.44%
1 year+6.70% Since inception+5.14%
Data through --

Peer Comparisonvs. Multisector bond

Performance 5-yr return+3.44%+3.59%
Expense ratio1.50%1.08%
Risk 5 year sharpe ratio1.180.93
Net assets$98.1M$2.5B
Average market cap$40.2B$30.0B
Average P/E20.917.8
Portfolio turnover130%130%

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Fund Management and Purchase Info

Fund familyFund X
Fund manager & tenureJanet Brown / 15 Years
Minimal initial investment$1,000.00
Minimum IRA investment$1,000.00


Fixed income82.28%
U.S. stock12.61%
International stock1.12%
Top 5 Sectors
Portfolio weighting
Financial service 15.87%
Industrial materials 15.08%
Energy 12.76%
Hardware 9.48%
Healthcare 9.37%
Top 10 Holdings
Portfolio weighting
FAGIX Fidelity® Capital & Income Fund10.32%
OSTIX Osterweis Strategic Income Fund10.15%
PIMIX PIMCO Income Fund Institutional Class10.13%
IVHIX Ivy High Income Fund Class I10.04%
VWIAX Vanguard Wellesley® Income Fund Admiral™ Shares9.86%
THOPX Thompson Bond Fund8.91%
PFIIX PIMCO Low Duration Income Fund Institutional Class8.71%
LAHYX Lord Abbett High Yield Fund Class I7.85%
FRIFX Fidelity® Real Estate Income Fund7.46%
EIBLX Eaton Vance Floating - Rate Fund Institutional Class6.11%