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2017 Distributions

Per-share distribution information is provided to aid in your 2017 tax planning. Per-share distributions are paid to shareholders of record on the fund's record date (Dec. 29, 2017). On the Ex. Date (Jan. 2, 2018), each fund's share price is reduced by the amount of its distribution.

Although the FundX Upgrader Funds make distributions on the first business day of 2018, they are taxable in 2017.

2017 FundX Upgrader Funds Distributions ($)
Fund Name Ticker Total Income Dividend Short Term Cap Gain Long Term Cap Gain Total Cap Gain
Upgrader Fund FUNDX $0.2692 None None None

Aggressive Upgrader Fund

HOTFX None None None None

Sustainable Impact

SRIFX $0.4004 $0.1023 $0.0029 $0.1052
Tactical Upgrader Fund TACTX $0.0116 None None None
Conservative Upgrader Fund RELAX $0.5231 $1.2995 $1.4619 $2.7614

Flexible Income Fund

INCMX $1.0227 None None None

Updated 1/2/2018

Any tax or legal information provided is merely a summary of our understanding and interpretation of some of the current income tax regulations and is not exhaustive. Investors must consult their tax advisor or legal counsel for advice and information concerning their particular situation. Neither the Fund nor any of its representatives may give legal or tax advice.