FundX Aggressive ETF (XNAV)

Overview

The fund is designed to primarily invest in a range of Sector and Aggressive Equity Underlying ETFs. These ETFs may focus their investments on areas that involve higher risk and potentially higher reward scenarios such as more concentrated portfolios, small-cap, mid-cap, or less-seasoned companies. They might also invest in commodities like precious metals or real estate. In addition to these investments, the fund employs sophisticated investment strategies that include leverage, short sales, and margin buying to potentially enhance returns. Use of derivatives such as options, futures, and swap contracts is also a part of the fund's strategy, serving purposes of both hedging against risks and speculative gains.

Products and Services

• Sector ETFs

These ETFs focus on specific sectors of the economy, allowing investors targeted exposure to industries they believe will outperform the broader market. Investing in sector ETFs can provide the fund with the versatility to quickly adapt to changing economic trends and capitalize on growth opportunities within particular sectors.

• Aggressive Equity ETFs

Aggressive Equity ETFs are chosen for their potential to offer higher returns by investing in companies with high growth potential. These might include small-cap or mid-cap companies that are less seasoned but possess the capacity for significant gains. Such investments come with higher risk, aiming for substantial portfolio growth.

• Commodity Investments

The fund invests in commodities such as precious metals, providing a hedge against inflation and adding a layer of diversification to the investment portfolio. Commodities are tangible assets that tend to move inversely to stocks and bonds, offering a protective measure during market downturns.

• Real Estate Investments

Investment in real estate through ETFs allows the fund to gain exposure to the property market without the need to directly invest in physical properties. This can include both residential and commercial real estate, providing a steady income in the form of rents and potential appreciation in property values.

• Complex Investment Techniques

The use of advanced investment strategies such as leverage, short sales, and margin are employed to aim for higher returns. Leverage allows the fund to borrow capital to invest, potentially enhancing returns but also increasing risks. Short sales anticipate a decline in asset prices to generate profit, while buying on margin refers to borrowing money to purchase securities, amplifying both gains and losses.

• Derivative Securities

Derivatives like options, futures, and swap contracts are used for hedging against potential losses or for speculative purposes to potentially increase gains. These financial instruments derive their value from an underlying asset and can be complex but are integral to the fund's diversified strategy.