XRLX ETF
FundX Conservative ETF
XRLX ETF Overview
XRLX ETF (FundX Conservative ETF) is managed by Fund X with $44.0M in net assets. XRLX expense ratio is 1.20%, holding 20 positions across sectors including Financials. Inception date: 2023-10-10.
XRLX performance shows a YTD return of 4.11%. The 1-year return is 4.80% and the 5-year return is 5.27%. XRLX dividend yield stands at 2.66%, paid annually.
XRLX top holdings include Vanguard Growth Etf (9.7%), Ishares Russell 1000 Value ETF (8.3%), 0-5 Year Hi Yld Corp Bond Idx Etf Pimco (6.6%), Ishares Core Growth Allocation ETF (6.4%), Ishares Edge Msci Usa Value Factor (6.3%). Go to all XRLX holdings, XRLX sectors, or XRLX dividends.
XRLX can be compared against other funds. Use XRLX overlap to find shared positions, or XRLX vs another fund for a side-by-side view. XRLX alternatives are available via the screener, along with tax-loss harvesting opportunities.