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XRLX
+0.92 · +2.01%
$46.52 · NYSE ARCA

FundX Investment Trust (XRLX) ETF Analysis | Tactical Allocation

Fund X · USA
AUM:$51.0M
#– of – in Tactical Allocation 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 8.8% over the past year, showing positive momentum.

Cost Efficiency

Ongoing charge of 1.63% — above average for this category.

What is XRLX?

The ETF is an ETF-of-ETFs and as such invests primarily in ETFs ("underlying ETFs"). The underlying ETFs, in turn, invest primarily in individual securities such as common stocks and corporate or government bonds.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Positive 1-Year Return
XRLX returned 8.8% over the past year. Historical returns only — past performance is not indicative of future results.
Higher Cost Profile
Expense ratio of 1.63% is above average. Verify whether the strategy justifies the cost.
Concentrated Holdings
Top 10 holdings account for 62.6% of the ETF — significant weight in a small number of names.
ETF Information
AUM$51.0M
Expense Ratio1.63%
Dividend Yield2.75%
Holdings20
Inception DateJul 2002
Domicile–
Distribution–
Index–
ProviderFund X
Beta0.81
CategoryTactical Allocation
CurrencyUSD
Portfolio Impact

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Example preview
6168
+7 points · better diversified

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Compare Equity
Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+5.5%
1Y
+10.2%
3Y
+44.7%
5Y
+44.7%
OpenBook InsightIf you had invested £10,000 in XRLX 5 years ago, it would have grown to £14,472 — a gain of £4,472.

Annual Returns

Calendar year performance

XRLX delivered positive returns in 4 of the last 4 calendar years.
YearXRLX
2026 YTD+6.4%
2025+7.8%
2024+18.6%
2023+7.1%
CAGR 3yr+11.1%
4/4 positive yearsAvg return: +10.0%Worst year: +6.4% (2026)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: MIXED
Trend Strength
67%
Positive
Volatility
11.1%
Low
Momentum
+1.9%
30-day change
Support Level
48.50
Key floor
Key Insights
  • Price is consolidating, with low momentum over the recent period.
  • Low volatility environment with a narrower recent trading range.
  • Monitor key support and resistance levels as part of broader risk assessment.
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