XCOR
+3.89 · +5.06%
$80.91 · NYSE ARCA

FundX ETF (XCOR) ETF Analysis | Large Growth

Fund X · USA
AUM:$176.0M
#– of – in Large Growth ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 13.9% over the past year, showing positive momentum.

Cost Efficiency

Ongoing charge of 1.27% — above average for this category.

What is XCOR?

Under normal market conditions, the fund will invest predominantly in Core Equity Underlying ETFs, which generally invest in diversified portfolios of equity securities of well-established U. and foreign companies with a wide range of market capitalizations.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Positive 1-Year Return
XCOR returned 13.9% over the past year. Historical returns only — past performance is not indicative of future results.
Higher Cost Profile
Expense ratio of 1.27% is above average. Verify whether the strategy justifies the cost.
Concentrated Holdings
Top 10 holdings account for 98.9% of the ETF — significant weight in a small number of names.
ETF Information
AUM$176.0M
Expense Ratio1.27%
Dividend Yield0.42%
Holdings11
Inception DateNov 2001
Domicile–
Distribution–
Index–
ProviderFund X
Beta1.06
CategoryLarge Growth
CurrencyUSD
Portfolio Impact

How would XCOR affect your portfolio?

Sign in to see exactly what adding this ETF changes — sector exposure, yield, diversification, volatility. Real numbers from your actual holdings.

Sign in
Example preview
6168
+7 points · better diversified

Chart Tools

Sign in to overlay your portfolio on the chart.

Sign in
Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+9.4%
1Y
+16.2%
3Y
+73.2%
5Y
+96.7%
OpenBook InsightIf you had invested £10,000 in XCOR 5 years ago, it would have grown to £19,672 — a gain of £9,672.

Annual Returns

Calendar year performance

XCOR delivered positive returns in 5 of the last 5 calendar years.
YearXCOR
2026 YTD+10.1%
2025+12.6%
2024+31.5%
2023+14.5%
2022+7.1%
CAGR 4yr+16.1%
5/5 positive yearsAvg return: +15.1%Worst year: +7.1% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: MIXED
Trend Strength
67%
Positive
Volatility
19.4%
Low
Momentum
+3.1%
30-day change
Support Level
87.27
Key floor
Key Insights
  • Monitor key support and resistance levels as part of broader risk assessment.