NASDAQ · Asset Management

Fund X Upgrader Fund (FUNDX) Stock

$45.91 -2.17% NASDAQ: FUNDX Financial Services

This investment vehicle functions as a fund-of-funds, primarily allocating capital to mutual funds that are either no-load or load-waived, alongside Exchange-Traded Funds (ETFs). An Advisor actively manages the portfolio using a unique proprietary investment strategy, termed 'Upgrading,' designed to capture global market trends.

Valuation

MetricValue
Price$45.91
Market Cap$140.60M
P/E Ratio
P/B Ratio
P/S Ratio
EPS (TTM)
52-Week High$45.91
52-Week Low$45.91
Dividend Yield

Financials & Margins

MetricValue
ROE
ROA
ROCE
Gross Margin
Operating Margin
Net Margin
Debt/Equity
Current Ratio

Valuation & Return Ratios

MetricValue
PEG Ratio
EV / EBITDA
FCF Yield
Quick Ratio
Interest Coverage
Return 1Y-43.99%
Return 3Y
Return 5Y

Peer Comparison

TickerPriceChangeP/EMarket CapDiv Yield
CLACXCLS Global Aggressive Equity Fund $10.47 -0.10% $134.64M 0.00%
CLSHXCLS Shelter Fund $12.39 +0.00% $124.52M 0.00%
DCFBNY Mellon Alcentra Global Credit Income 2024 Target Term Fund, Inc. $9.24 6.60 $138.61M 4.55%
JGBCXJanus Henderson Global Bond Fund $7.70 -0.13% $142.02M 0.00%
JGBIXJanus Henderson Global Bond Fund $7.69 -0.13% $142.02M 0.00%

About Fund X Upgrader Fund

This investment vehicle functions as a fund-of-funds, primarily allocating capital to mutual funds that are either no-load or load-waived, alongside Exchange-Traded Funds (ETFs). An Advisor actively manages the portfolio using a unique proprietary investment strategy, termed 'Upgrading,' designed to capture global market trends. The Advisor strategically invests in underlying funds that the manager deems to be closely aligned with current market leadership.

Fund X Upgrader Fund (FUNDX) stock trades at $45.91 with a market capitalization of $140.60M. Over the past 52 weeks the stock has ranged between $45.91 and $45.91, and currently trades at its 52-week high.

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