Company Information

Get to know FundX Investment Group

Founded in 1969 by the Rickenbacker family, FundX Investment Group is an investment advisor dedicated to helping clients achieve long-term growth. The firm's core philosophy is centered on its "Upgrading" investment strategy, which involves actively managing client portfolios by systematically selling weaker-performing funds and replacing them with stronger ones within the same asset class. They focus exclusively on no-load mutual funds and exchange-traded funds (ETFs) to build diversified portfolios tailored to different risk profiles.

Industry

Financial InvestmentPRIMARY
Financial Other Service
Financial Wealth Management

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FundX Investment Group

United States

Founded in

1969 (57 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.

Regulated

Recommended

IUX

(2,283 reviews)

Mauritius

2015

(10 years)

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ASIC

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Warning

This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.