FundX Upgrader Funds Press

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June 2018

FundX President Janet Brown on Bloomberg TV

FundX CEO Janet Brown discussed opportunities in the small cap market and how logic-based behavior plays an important role in investing.

Watch video

May 2018


Global stocks rebound as Italian risk ebbs

FundX Chief Investment Officer Jason Browne discussed the market and volatility.

Read article


May 2018

Chief Investment Officer

Stock Market Volatility: The New Normal

FundX Chief Investment Strategist Jason Browne weighed in on recent stock market volatility.

April 2018

TD Ameritrade Network

FundX Chief Investment Strategist Jason Browne on Equities

FundX Chief Investment Strategist Jason Browne discussed navigating changing market trends, current markets and tactical investing strategies. Watch video ►

March 2018


FundX President Janet Brown on CNBC’s Squawk on the Street

FundX President Janet Brown discussed the possible effects of trade wars on the market and reminds investors to stay rational amid market corrections. Watch video ►

March 2018


FundX Chief Investment Strategist Jason Browne on CNBC’s Wall Street Wrap

FundX Chief Investment Strategist Jason Browne discussed free trade, asset classes, and his view on investing in the tech sector. Watch video ►

February 2018

Bloomberg Markets

Valuations Didn't Cause the Rout, But They Could Keep It Around

FundX CIO Jason Browne discussed market valuations after the recent pullback.

January 2018

Bloomberg Markets

Tech Bounce Fails to Hold as Jobs Angst Cools U.S. Stock Futures

FundX CIO Jason Browne gave his opinion on recent market volatility.

January 2018

The Wall Street Journal

Dollar’s Drop Weighs on European Stocks

FundX CIO Jason Browne gave his take on the bull market.

January 2018


Stocks end at records, book weekly gains as earnings season kicks off

FundX CIO Jason Browne cautioned investors against emotional investing.

January 2018

Investor's Business Daily

Passive Index Funds Pushed To Be More Active Voice For ESG

FundX President Janet Brown discussed a correlation between higher ESG factors and positive returns.

January 2018

Bloomberg Markets

It's Love: Stock Investors Mend a 9-Year Rift and Embrace the Bull

FundX CIO Jason Browne discussed the stock market.

November 2017


FundX CIO Jason Browne on CNBC's Closing Bell

FundX CIO Jason Browne discussed his market outlook for the coming year. Watch video ►

November 2017


FundX CIO Jason Browne on Nightly Business Report

FundX CIO Jason Browne discussed choosing ETFs based on the FundX strategy.

October 2017


FundX CIO Jason Browne on Bloomberg Radio

FundX CIO Jason Browne was interviewed on exchange traded funds, mutual funds, and the FundX strategy. Listen here ►

October 2017

Investor's Business Daily

Millennials Turn To ETFs To Achieve Investment Objectives

FundX Chief Investment Officer Jason Browne said millennials are drawn to the low cost, transparency, and broad-based exposure of ETFs. Read article ►

August 2017


Socially Responsible Investing

FundX President Janet Brown was one of three experts featured in this Forbes piece on sustainable investing.

August 2017


FundX President Janet Brown on CNBC's The Closing Bell

Janet discussed how you can manage risk and what to do when markets inevitably sell off. 

August 2017


FundX President Janet Brown featured on Bloomberg Radio
FundX President Janet Brown said new fund ESG ratings have made it easier for investors to invest in a sustainable way.

July 2017


FundX CIO Jason Browne on CNBC’s Squawk Box 

Jason talked about what investors might expect from changing interest rates. Watch video ►

June 2017


“ESG: You Don’t have to Give up Performance to Invest in a Sustainable Way”
FundX President Janet Brown talked about  environmental, social, and governance (ESG) investing with longtime Forbes contributor Wallace Forbes. 

May 2017


"How to Invest Without Sacrificing Your Values"
FundX President Janet Brown explained how investors can help change corporate behavior. Read More…

April 2017


FundX President Janet Brown Profiled in Forbes
“Among women trailblazers in male-dominated industries, Janet Brown…is widely regarded as the reigning queen.”

April 2017


“How ESG Funds Have Changed Corporate Behavior”
FundX President Janet Brown explained how funds tap into their power as shareholders and engage with companies to help change corporate behavior for the better. Read More…

April 2017


FundX CIO Jason Browne featured on CNBC Squawk Box








 Jason explained how market trends change over time, and how FundX seeks to capitalize on these trends. Watch video ►

References to Qs in the April 2017 CNBC interview pertain to Proshares ETFs.

April 2017

Fox Business

FundX President Janet Brown on Fox Business









“Change brings opportunity for investors,” Janet Brown said, pointing to changes in market trends and in sustainable investing.  

March 2017


FundX CIO Jason Browne on CNBC Squawk Box








Jason Browne talks about how a market correction could be a buying opportunity. Watch video ►

February 2017


FundX President Janet Brown featured on CNBC The Closing Bell









Janet Brown talked about changing in market trends, and why she sees potential in small- and mid-cap funds. 

February 2017


“Low-carbon ETFs catch a spark in Trump era”
FundX President Janet Brown talked about how the election may be creating more interest in environmental-focused strategies. 

February 2017


FundX President Janet Brown featured on Bloomberg Radio
Janet Brown explained that sustainable investing isn’t just environmental; it also includes social and corporate governance issues.  

January  2017


“These ETFs could make your 2017 a happy new year”
FundX Chief Investment Officer Jason Browne talked about new opportunities in small-and mid-cap ETFs.

November 2016


FundX Chief Investment Officer Jason Browne on CNBC Street Signs









Jason Browne talked about the reasons why markets could stabilize and why banks have done well lately. Watch video ►

June 2016 

Investor's Business Daily

"How To Choose An ETF From Exploding Menu Without Losing Your Sanity"

FundX Chief Investment Officer Jason Browne explained why FundX is selective about the ETFs they invest in and shared insights into the firm's three-step selection process. Read more...

May 2016

The Street

"Here Are Four ETFs [That Could Be] for a Steady Portfolio"

In an interview with The Street's Gregg Greenberg, FundX President Janet Brown discussed four conservative ETFs in the Conservative Upgrader Fund (RELAX) portfolio.

April 2015

U.S. News

"Best Funds"

FundX Flexible Total Return (TOTLX) was named the top multialternative fund out of 142 other funds. The US News & World Report Rating is based on an equal weighting of the overall ratings provided by Morningstar, Lipper, Zacks,, and Standard & Poor's as of March 31, 2015. 

August 2012

Kiplinger’s Personal Finance

“New Findings on Fund Fees”

“FundX Investment Group studied 306 diversified stock funds, both U.S. and foreign, over 21.75 years (that’s how many funds survived the entire period). From the cheapest to the costliest funds, there was an even mix of winners and losers. In other words, fees had no correlation with how well—or how poorly—a fund fared.” Read more...

July 24, 2012


"FundX’s Brown Bullish on U.S. Large-Cap Growth Stocks”

“Janet Brown, editor of the NoLoad FundX newsletter and co-manager of the FundX Upgrader Fund, believes that anyone looking for investment momentum right now has just one solid place to go: domestic large-cap growth stocks.” Read more...

June 4, 2012


“Surviving and Thriving without International Funds”

“Jason Browne, chief investment officer at FundX Investment Group says he hasn’t held an international fund ‘for a year and a half now, just because, according to their research, there haven’t been any international funds that have been performing anywhere near close to their domestic counterparts.’” Read more...

January 6, 2012

Wall Street Journal

“Long/Short Equity Funds”

The FundX Tactical Upgrader Fund (TACTX) was highlighted for its one-year performance as of December 31, 2011. Read more...

December 7, 2011

“7 ‘Alternative Funds to Help Smooth Out Returns”

“Our goal is to participate more in the gains than we do in the declines, to limit portfolio volatility and to earn a positive return when the primary stock market trend is sideways,” says Jason Browne, a manager of the FundX Tactical Upgrader Fund (TACTX).”

October 29, 2011

New York Times

“The Best Investing Advice? Maybe Not the Conventional Method”

“The best-performing funds over time were not necessarily the ones with the lowest fees, run by the best-known managers or focused on any particular strategy, according to more than 20 years of data examined by DAL Investment.”

October 4, 2011

Wall Street Journal

“Long/Short Equity Funds”

The FundX Tactical Upgrader Fund (TACTX) was highlighted for its one-year performance as of September 30, 2011. Read more...

August 1, 2011

The Street Gregg Greenberg

Follow the Momentum into these Funds

Janet Brown, portfolio manager for the FundX Upgrader fund, names the funds and sectors where she is finding the most momentum.


The CBOE Volatilidy Index (VIX) is a popular measure of the stock market’s expected volatility. The put-call ratio provides information about the trading volume of put options to call options.

References to other investment products should not be interpreted as an offer of these securities.

The opinions expressed are those of author and are subject to change, are not guaranteed and should not be considered recommendations to buy or sell any security.

While the Funds are no-load, management fees and other expenses will apply.

Correlation is a statistical measure of how two securities move in relation to each other.  Duration is an approximate measure of a bond’s price sensitivity to changes in interest rates.

You cannot invest directly in an index. MSCI Emerging Markets Index is a float-adjusted market capitalization index that consists of indices in 26 emerging economies. The S&P 500 index is a broad based unmanaged index of 500 stocks, which is widely recognized as representative of the equity market in general. Dow Jones Industrial Average is a price-weighted average of 30 significant stocks traded on the New York Stock Exchange (NYSE) and the NASDAQ. The Nasdaq Composite index is the market capitalization-weighted index of approximately 3,000 common equities listed on the Nasdaq stock exchange.  The US Dollar Index is a measure of the value of the United States dollar relative to a basket of foreign currencies. The Russell 2000 Index is a small-cap stock market index of the bottom 2,000 stocks in the Russell 3000 Index. FTSE Eurofirst 300 index comprises the 300 largest companies ranked by market capitalization in the FTSE Developed Europe Index. The Japan NIKKEI Index is the stock market index for the Tokyo Stock Exchange.

Click here for TACTX standardized performance. Click here for FUNDX standardized performance.Performance data quoted represents past performance; past performance does not guarantee future results. The investment return and principal value of an investment will fluctuate so that an investor's shares, when redeemed, may be worth more or less than their original cost. Current performance of the fund may be lower or higher than the performance quoted. Performance data quoted is current to the most recent month end.

Fund holdings and sector allocations are subject to change and should not be considered a recommendation to buy or sell any security. Current and future portfolio holdings are subject to risk.

Diversification does not assure a profit nor protect against loss in a declining market.

The U.S. News Mutual Fund Score is produced using an equal weighting of the overall ratings provided by Morningstar, Lipper, Zacks, and Standard & Poors. Individual fund rating systems are normalized to a 100-point scale based on point totals assigned to individual scoring systems. For Morningstar's and S&P's five-star ranking and Zacks five-point scale, each star or point awarded would receive 20 points. In's A-to-E scale, a highly rated "A" fund would receive 100 points, while a low-rated "E" would receive 20 points. The five Lipper Leader categories are each worth a total of 20 points, giving 4 points to each 1-to-5 point scale assigned to each section of the Lipper rankings. The U.S. News score is calculated by dividing total points awarded according to the above system by the number data sources (5). The combined U.S. News Mutual Fund Score ranks funds numerically based on this score. Funds with identical scores to one decimal place are awarded the same numerical ranking. Funds must be ranked by all five data sources to receive a U.S. News Mutual Fund Score. The U.S. News Mutual Fund Score groups funds by their Morningstar fund category. However, some systems use different categorizations when ranking funds. 

Current Upgrader Funds Holdings: