Logo

FundX Aggressive ETF (XNAV)

๐Ÿ” Compare with another ETF

ISINUS3608768822
TER0.01%
ReplicationSynthetic
DistributionAccumulating
Launch Year2002
AUM$0.03 billion
ProviderFundX Upgrader
ExchangeUSA Stocks (USA)
CurrencyUSD
CountryUSA
TypeETF

FundX Aggressive ETF Price Chart

Live Price (Delayed)
Loading... USD
Description

Under normal market conditions, the fund will invest predominantly (and at times exclusively) in Sector and Aggressive Equity Underlying ETFs, which may invest in more concentrated portfolios or in small-cap, mid-cap, or less-seasoned companies, or in commodities such as precious metals, or in real estate, or may make significant use of complex investment techniques, such as leverage, short sales and margin. The managers may also include the use of derivative securities such as options, futures and swap contracts for hedging and/or speculative purposes.

๐Ÿ’ก Investment Eligibility

Consult fund provider.

Top Holdings

๐Ÿ“ˆ iShares MSCI EAFE Value ETF
6.39%
๐Ÿ“ˆ iShares Inc. - iShares MSCI Germany ETF
5.06%
๐Ÿ“ˆ SPDR Index Shares Funds - SPDR Euro Stoxx 50 ETF
4.22%
๐Ÿ“ˆ iShares Trust - iShares International Select Dividend ETF
5.96%
๐Ÿ“ˆ iShares Trust - iShares Europe ETF
6.42%
๐Ÿ“ˆ Vanguard Index Funds - Vanguard Growth ETF
10.60%
๐Ÿ“ˆ Avantisยฎ International Small Cap Value ETF
4.63%
๐Ÿ“ˆ Pacer US Large Cap Cash Cows Growth Leaders ETF
4.33%
๐Ÿ“ˆ Schwab U.S. Large-Cap Growth ETF
8.90%
๐Ÿ“ˆ Invesco S&P 500ยฎ Momentum ETF
5.27%

Sector Allocation

โšก Energy
3.20%
๐Ÿ”Œ Utilities
4.79%
๐Ÿ’Š Healthcare
6.64%
๐Ÿ’ป Technology
21.57%
๐Ÿ—๏ธ Industrials
12.43%
๐Ÿ˜๏ธ Real Estate
1.45%
๐Ÿ“Š Basic Materials
6.30%
๐Ÿ“Š Consumer Cyclicals
9.96%
๐Ÿ“Š Consumer Defensive
6.25%
๐Ÿ“Š Financial Services
18.37%
๐Ÿ“ก Communication Services
9.02%

Currency Exposure

๐Ÿ’ฐ Bond
0.00%
๐Ÿ’ฐ Cash
1.31%
๐Ÿ’ฐ Other
5.60%
๐Ÿ’ฐ Stock US
34.36%
๐Ÿ’ฐ Stock non-US
58.73%
๐Ÿ’ฐ NotClassified
0.00%

๐Ÿ“ˆ Period Returns

Period Return (%)
1 Month9.19%
3 Months-5.67%
6 Months-5.04%
1 Year0.36%
3 YearsN/A
5 YearsN/A
Since Inception49.51%

๐Ÿ“Š Wealth Projection Calculator

Click "Calculate Projection" to see your potential returns.
๐Ÿ’ธ
Dividends & Risk

Distribution: Accumulating

Volatility and risk metrics are calculated based on historical price movements.

๐Ÿฆ
Savings Plan

This ETF is widely available on major European brokers like Trade Republic, Scalable, and DEGIRO.

Compare brokers โ†’
๐ŸŒ
Listings & FAQ

Exchange: USA Stocks (USA)

Currency: USD


Is this ETF accumulating?
Yes, it reinvests dividends.

Wealthium AI
Hello! I am your AI investment assistant. Please log in to ask me about ETFs, portfolio optimization, or investment strategies.