Frequently Asked Questions About XRLX

What are the top holdings of XRLX?

A machine-readable holdings disclosure for FundX Investment Conservative ETF (XRLX) is not available from our data sources. Fund families sometimes register portfolio filings under a sibling share class or outside the SEC's structured datasets. Rather than estimate, we leave the section blank; the issuer's website carries the authoritative portfolio list.

What sectors does XRLX invest in?

FundX Investment Conservative ETF (XRLX) allocates across the sectors shown above. The largest exposure tops the list; the rest follow in descending weight order.

What sector is XRLX most exposed to?

XRLX's full sector breakdown is on the Sectors tab. The largest sector weight is shown there along with the rest of the allocation.

Is XRLX a US-only fund?

The country allocation card on this page shows XRLX's geographic exposure. Funds with > 95% US weight are effectively US-only; international or global funds will show meaningful weights across multiple countries.

What does XRLX invest in?

XRLX, the FundX Investment Conservative ETF, is a multi-fund investment vehicle primarily designed to capitalize on global market trends. Its investment advisor employs a balanced strategy, allocating capital to underlying core equity, total return, and bond funds that are perceived to be aligned with prevailing market leadership. These core equity holdings are designed to offer broad-based exposure to dominant stock market trends, encompassing a diverse range of global equities across various market capitalizations and investment styles. Conversely, the total return and bond underlying funds serve to mitigate the risk and potential volatility inherent in the equity component. Specifically, the total return funds may employ diverse investment strategies aimed at delivering consistent income and reduced price fluctuations. The bond funds, on the other hand, invest in both domestic and international fixed-income securities, without specific restrictions on maturity or credit quality. As an actively managed fund, the advisor retains full discretion to dynamically adjust portfolio allocations in pursuit of more attractive investment opportunities. Notably, XRLX transitioned from a mutual fund structure to an ETF on October 9, 2023, initiating its operations with $58.2 million in assets.

XRLX

FundX Investment Conservative ETF

AMEX·Asset Management, Global · Financial Services

$47.76$0.88−1.81%

Oct 30 3:10 PM EDT

Top Holdings

holdings

VUG
Vanguard Morningstar Growth ETF
9.61%
IWD
iShares Russell 1000 Value ETF
8.42%
HYS
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
6.63%
AOR
iShares Core 60/40 Balanced Allocation ETF
6.45%
VLUE
iShares MSCI USA Value Factor ETF
6.38%
SPMO
Invesco S&P 500 Momentum ETF
6.15%
RPG
Invesco S&P 500 Pure Growth ETF
5.93%
MINT
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
4.96%
QGRW
Wisdomtree US Quality Growth Fund
4.95%
TFLO
iShares Treasury Floating Rate Bond ETF
4.89%
Other
8 more holdings
34.81%

Top 10 holdings

64.36%

Top 25 holdings

99.17%

Concentration index

0.0603

Effective holdings

Chart tools

Open Top Holdings in Chart Builder to fine-tune colors, labels, and timeframe, then download a high-res PNG.

All Holdings (18)

#	TickerHolding	Name	Weight	Shares	Market Value
1	VUGVUGVanguard Morningstar Growth ETF	Vanguard Morningstar Growth ETF	9.61%	49.73K	$4.42M
2	IWDIWDiShares Russell 1000 Value ETF	iShares Russell 1000 Value ETF	8.42%	14.96K	$3.87M
3	HYSHYSPIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund	PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund	6.63%	33.78K	$3.05M
4	AORAORiShares Core 60/40 Balanced Allocation ETF	iShares Core 60/40 Balanced Allocation ETF	6.45%	43.09K	$2.96M
5	VLUEVLUEiShares MSCI USA Value Factor ETF	iShares MSCI USA Value Factor ETF	6.38%	14.77K	$2.93M
6	SPMOSPMOInvesco S&P 500 Momentum ETF	Invesco S&P 500 Momentum ETF	6.15%	19.50K	$2.83M
7	RPGRPGInvesco S&P 500 Pure Growth ETF	Invesco S&P 500 Pure Growth ETF	5.93%	49.02K	$2.72M
8	MINTMINTPIMCO Enhanced Short Maturity Active Exchange-Traded Fund	PIMCO Enhanced Short Maturity Active Exchange-Traded Fund	4.96%	22.63K	$2.28M
9	QGRWQGRWWisdomtree US Quality Growth Fund	Wisdomtree US Quality Growth Fund	4.95%	33.69K	$2.27M
10	TFLOTFLOiShares Treasury Floating Rate Bond ETF	iShares Treasury Floating Rate Bond ETF	4.89%	44.32K	$2.25M
11	IOOIOOiShares Global 100 ETF	iShares Global 100 ETF	4.88%	15.47K	$2.24M
12	JAAAJAAAJanus Henderson AAA CLO ETF	Janus Henderson AAA CLO ETF	4.87%	44.22K	$2.24M
13	FLTRFLTRVanEck IG Floating Rate ETF	VanEck IG Floating Rate ETF	4.70%	84.49K	$2.16M
14	MNAMNANYLIM Merger Arbitrage ETF	NYLIM Merger Arbitrage ETF	4.67%	58.04K	$2.15M
15	AOKAOKiShares Core 30/70 Conservative Allocation ETF	iShares Core 30/70 Conservative Allocation ETF	4.67%	52.70K	$2.14M
16	JBBBJBBBJanus Henderson B-BBB CLO ETF	Janus Henderson B-BBB CLO ETF	4.65%	45.51K	$2.14M
17	MTUMMTUMiShares MSCI USA Momentum Factor ETF	iShares MSCI USA Momentum Factor ETF	4.36%	6.61K	$2.01M
18	VONVVONVVanguard Russell 1000 Value	Vanguard Russell 1000 Value	2.00%	8.09K	$918.05K

Sectors

sectors

Technology
41.78%
Financial Services
9.86%
Industrials
9.76%
Communication Services
9.06%
Healthcare
8.85%
Consumer Cyclical
8.63%
Consumer Defensive
3.53%
Energy
3.29%
Basic Materials
2.03%
Real Estate
1.89%
Other
1 more sector
1.33%

Top 3 sectors

61.40%

Top 5 sectors

79.31%

Concentration index

0.2205

Effective sectors

Chart tools

Open Sector Allocation in Chart Builder to fine-tune colors, labels, and timeframe, then download a high-res PNG.

Countries

US-only and narrow-mandate funds may not publish a country split.

Asset Classes

Primary asset class

Multi-asset

Strategy

Actively Managed

Income strategy

Hybrid

Issuer-reported asset class: Asset allocation

Frequently Asked Questions About XRLX

What are the top holdings of XRLX?: A machine-readable holdings disclosure for FundX Investment Conservative ETF (XRLX) is not available from our data sources. Fund families sometimes register portfolio filings under a sibling share class or outside the SEC's structured datasets. Rather than estimate, we leave the section blank; the issuer's website carries the authoritative portfolio list.
What sectors does XRLX invest in?: FundX Investment Conservative ETF (XRLX) allocates across the sectors shown above. The largest exposure tops the list; the rest follow in descending weight order.
What sector is XRLX most exposed to?: XRLX's full sector breakdown is on the Sectors tab. The largest sector weight is shown there along with the rest of the allocation.
Is XRLX a US-only fund?: The country allocation card on this page shows XRLX's geographic exposure. Funds with > 95% US weight are effectively US-only; international or global funds will show meaningful weights across multiple countries.
What does XRLX invest in?: XRLX, the FundX Investment Conservative ETF, is a multi-fund investment vehicle primarily designed to capitalize on global market trends. Its investment advisor employs a balanced strategy, allocating capital to underlying core equity, total return, and bond funds that are perceived to be aligned with prevailing market leadership. These core equity holdings are designed to offer broad-based exposure to dominant stock market trends, encompassing a diverse range of global equities across various market capitalizations and investment styles. Conversely, the total return and bond underlying funds serve to mitigate the risk and potential volatility inherent in the equity component. Specifically, the total return funds may employ diverse investment strategies aimed at delivering consistent income and reduced price fluctuations. The bond funds, on the other hand, invest in both domestic and international fixed-income securities, without specific restrictions on maturity or credit quality. As an actively managed fund, the advisor retains full discretion to dynamically adjust portfolio allocations in pursuit of more attractive investment opportunities. Notably, XRLX transitioned from a mutual fund structure to an ETF on October 9, 2023, initiating its operations with $58.2 million in assets.

TickerHolding

Name

Weight

Market Value

VUGVUGVanguard Morningstar Growth ETF

Vanguard Morningstar Growth ETF

9.61%

49.73K

$4.42M

IWDIWDiShares Russell 1000 Value ETF

iShares Russell 1000 Value ETF

8.42%

14.96K

$3.87M

HYSHYSPIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund

PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund

6.63%

33.78K

$3.05M

AORAORiShares Core 60/40 Balanced Allocation ETF

iShares Core 60/40 Balanced Allocation ETF

6.45%

43.09K

$2.96M

VLUEVLUEiShares MSCI USA Value Factor ETF

iShares MSCI USA Value Factor ETF

6.38%

14.77K

$2.93M

SPMOSPMOInvesco S&P 500 Momentum ETF

Invesco S&P 500 Momentum ETF

6.15%

19.50K

$2.83M

RPGRPGInvesco S&P 500 Pure Growth ETF

Invesco S&P 500 Pure Growth ETF

5.93%

49.02K

$2.72M

MINTMINTPIMCO Enhanced Short Maturity Active Exchange-Traded Fund

PIMCO Enhanced Short Maturity Active Exchange-Traded Fund

4.96%

22.63K

$2.28M

QGRWQGRWWisdomtree US Quality Growth Fund

Wisdomtree US Quality Growth Fund

4.95%

33.69K

$2.27M

TFLOTFLOiShares Treasury Floating Rate Bond ETF

iShares Treasury Floating Rate Bond ETF

4.89%

44.32K

$2.25M

IOOIOOiShares Global 100 ETF

iShares Global 100 ETF

4.88%

15.47K

$2.24M

JAAAJAAAJanus Henderson AAA CLO ETF

Janus Henderson AAA CLO ETF

4.87%

44.22K

$2.24M

FLTRFLTRVanEck IG Floating Rate ETF

VanEck IG Floating Rate ETF

4.70%

84.49K

$2.16M

MNAMNANYLIM Merger Arbitrage ETF

NYLIM Merger Arbitrage ETF

4.67%

58.04K

$2.15M

AOKAOKiShares Core 30/70 Conservative Allocation ETF

iShares Core 30/70 Conservative Allocation ETF

4.67%

52.70K

$2.14M

JBBBJBBBJanus Henderson B-BBB CLO ETF

Janus Henderson B-BBB CLO ETF

4.65%

45.51K

$2.14M

MTUMMTUMiShares MSCI USA Momentum Factor ETF

iShares MSCI USA Momentum Factor ETF

4.36%

6.61K

$2.01M

VONVVONVVanguard Russell 1000 Value

Vanguard Russell 1000 Value

2.00%

8.09K

$918.05K