- What are the top holdings of XRLX?
- FundX Investment Conservative ETF holds 0 securities in total. The largest positions and their portfolio weights are listed on the Holdings tab.
- How many holdings does XRLX have?
- XRLX holds 0 positions as reported by the fund's most recent disclosure.
- 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 is a fund-of-funds that aims to capture global market trends. The adviser pursues a balanced approach by investing in core equity, total return, and bond underlying funds it considers to be in sync with current market leaders. The core equity funds allow participation in broad stock market leadership trends through diversified exposure to stocks of any size or style from around the world. Whereas the total return and bond underlying funds intend to reduce the risk and potential volatility of the core equity funds. The total return funds may utilize different investment strategies designed to provide steady income and low volatility. The underlying bond funds invest in US and non-US fixed income securities of any maturity and credit quality. As an actively managed fund, the adviser has full discretion to adjust portfolio positions towards more attractive investments. On October 9, 2023, XRLX converted from a mutual fund to an ETF structure, starting with $58.2 million in assets.
