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Sustainable, Responsible and Impact Mutual Fund and ETF Chart

Fund Profile:
FundX Sustainable Impact Equity Download as PDF for Printing PDF Download

Jump to: General Fund Information | Fund Institution Information | Account Minimums | Methodology | Proxy Voting Information | Specific Screening Information by Category | Performance Data

General Fund Information - [Return to Top]

Ticker: SRIFX

Assets under management (AUM): $19.62M (in US$ millions) - See other performance data below

General Fund Type: International, Global, Foreign

Specific Sizes or Types of Investments: Mutual Funds and ETFs

Financial Objective: The FundX Sustainable Impact Fund (SRIFX) seeks to provide investors with long-term capital appreciation.

Specific ESG Focus: SRIFX seeks to reward funds that are impact investors. This includes active engagement with companies to help them improve resource utilization, reign in excessive executive compensation, address climate change and other environmental, social and governance concerns. These funds must meet our rigorous performance requirements to be included in the portfolio.

To invest, call: 800-763-8639


Institution Name:
FundX Investment Group

Mutual Funds Description: Our firm was one of the first to use funds to professionally manage private client accounts in 1969. Today, we use funds and ETFs to manage more than $800 million for high-net-worth clients, foundations and mutual funds. We developed the Upgrading strategy, a logical, evidence-based global approach to investing that’s been confirmed by decades of academic and industry research. Janet Brown is president of the firm and has been with the company for nearly 40 years. She and the firm’s team of long-tenured portfolio managers serve as the investment committee and work closely with clients to provide personal and individualized services. All of our key people have a stake in the firm’s long-running success.

Contact info:
101 Montgomery St Ste 2400
San Francisco,CA 94104
Phone: 415-986-7979
Fax: 415-986-1595
Web: http://www.fundxinvestmentgroup.com/ (Opens in a new window)


Account Minimums - [Return to Top]

Minimum Account: $1000

Minimum IRA: $1000


Methodology - [Return to Top]

Screening Venue: In-house and outside

Screening Party: Morningstar ESG scores

Screening Database Used: --

Screening Process: --


Proxy Voting Information - [Return to Top]

Proxy Voting Guidelines or Policies: --

Proxy Voting Records: --


Specific Screening Information by Category - [Return to Top]


  • Climate / Clean Technology: No Screens
  • Pollution / Toxics: No Screens
  • Other Environmental: No Screens


  • Community Development: No Screens
  • Diversity & Equal Employment Opportunity: No Screens
  • Human Rights: Restricted/Exclusionary Investment - Exclude investments in for profit prisons
  • Labor Relations: No Screens
  • Conflict Risk: No Screens



    • Tobacco: No Investment


      Performance Data - [Return to Top]

      Data provided by: Bloomberg logo - Information current as of June 30, 2020

      Year-to-date rate of return: 1.64%

      1-year rate of return: 8.8%

      3-year rate of return: 11.01%

      5-year rate of return: --

      10-year rate of return: --

      Previous year rate of return: 26.54%

      Management fee: 1%

      Expense ratio: 1.36%

      Standard deviation: 19.9%

      Benchmark used: MSCI All World Country Index | External link (Opens in a new window)

      Disclaimer: Performance data quoted represents past performance; past performance does not guarantee future results. The investment return and principal value of an investment will fluctuate so that an investor's shares, when redeemed, may be worth more or less than their original cost. Current performance of the fund may be lower or higher than the performance quoted. Performance data quoted is current to the most recent month end. Returns shown are cumulative, unless otherwise noted. Short term performance, in particular, is not a good indication of the fund's future performance, and an investment should not be made based solely on returns. *Returns for periods less than one year are not annualized.

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