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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
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-0.42% 3 years+2.40%
3 months+0.46% 5 years+3.10%
1 year-1.09% Since inception+5.18%
Data through --

Peer Comparisonvs. Multisector bond

Performance 5-yr return+3.10%+4.09%
Expense ratio1.66%1.13%
Risk 5 year sharpe ratio0.880.94
Net assets$105.9M$2.3B
Average market cap$44.3B$21.3B
Average P/E18.716.2
Portfolio turnover54%54%

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Fund Management and Purchase Info

Fund familyFund X
Fund manager & tenureJanet Brown / 13 Years
Minimal initial investment$1,000.00
Minimum IRA investment$1,000.00


Fixed income75.53%
U.S. stock13.15%
International stock1.31%
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
VWIAX Vanguard Wellesley® Income Fund Admiral™ Shares11.87%
FAGIX Fidelity® Capital & Income Fund11.08%
PIMIX PIMCO Income Fund Institutional Class11.03%
DBLTX DoubleLine Total Return Bond Fund Class I10.91%
DBLFX DoubleLine Core Fixed Income Fund Class I10.04%
OSTIX Osterweis Strategic Income Fund8.22%
GIBIX Guggenheim Total Return Bond Fund Institutional Class8.04%
GTEYX Gateway Fund Class Y Shares6.27%
CPXIX Cohen & Steers Preferred Securities and Income Fund,Inc.Class I6.07%
FRIFX Fidelity® Real Estate Income5.16%