In addition to monthly broker statements reporting activity and investment holdings, trade confirmations will be sent to you (either electronically or by mail) each time a fund is bought or sold in your account.

You’ll receive FundX’s Review and Valuation report after the end of each calendar quarter. Designed to be simple and easy to read, this recounts all transactions for the period, describes your portfolio holdings and allocation, and spells out the performance with total return figures for several periods.

Our regular communications keep you apprised of our current thinking regarding the markets and provide insight into the individual funds that comprise your portfolio.