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FundX Investment Group, Llc - Janet Brown
FundX Investment Group, Llc a Portfolio Activity as reported in the most recent 13F form published on Dec 31, 2021
11 Followers
Portfolio Gain
+110.56%
Since Jan 2016
Sharpe Ratio
2.14
Average Hedge Fund Sharpe: 1.48991
Hedge Fund Net Worth
$411.04M
Janet Brown manages more assets than 19% of other Hedge Fund Managers
Total assets under management as reported to the SEC
Average Return
+12.35%
A Hedge Fund's portfolio is comprised of data made available by the SEC
Portfolio Breakdown by Sector
93.51% General
0.35% Technology
0.07% Consumer Cyclical
A breakdown of FundX Investment Group, Llc's portfolio by sector
FundX Investment Group, Llc Portfolio Activity
First Trust Nasdaq Clean Edge Smart GRID Infrastructure Index
Reduced
General
$99.19
($91.21-$107.16)
+25.64%
-11.69%
717.87K
0.17%
iShares MSCI KLD 400 Social ETF
New
General
$88.31
($82.91-$93.70)
+28.01%
+100.00%
52.03M
12.23%
First Trust Rising Dividend Achievers ETF
Reduced
General
$49.74
($47.20-$52.29)
+26.72%
-4.56%
22.90M
5.26%
iShares MSCI USA Quality Factor ETF
New
General
$138.51
($130.20-$146.83)
+31.60%
+100.00%
44.65M
10.48%
Invesco S&P 500 Equal Weight ETF
New
General
$156.63
($149.41-$163.86)
+17.83%
+100.00%
206.53K
0.05%
iShares Russell 2000 Value ETF
Reduced
General
$166.55
($154.92-$178.19)
+11.71%
-86.44%
576.86K
0.13%
Invesco S&P 500 Pure Value ETF
Reduced
General
$78.79
($75.33-$82.25)
+23.57%
-6.28%
45.51M
10.37%
iShares S&P 100 ETF
New
General
$208.72
($195.88-$221.55)
+39.88%
+100.00%
36.92M
8.66%
Schwab U.S. Large-Cap Growth ETF
Not Changed
General
$19.58
($18.13-$21.03)
+42.12%
0.00%
122.03K
0.03%
Nuveen ESG Mid-Cap Value ETF
Sold Out
General
$37.27
($34.75-$39.79)
+8.21%
-100.00%
0.00
0.00%
See a list of FundX Investment Group, Llc's holdings, as reported to the SEC on Dec 31, 2021. Click on any holding to see more details
Measured Performance
Compare FundX Investment Group, Llc's performance with other Hedge Funds and the S&P 500
FundX Investment Group, Llc activity FAQ
What is FundX Investment Group, Llc’s portfolio gain since Jun 2013?
FundX Investment Group, Llc’s portfolio gain since Jun 2013 was 110.56%.
What is FundX Investment Group, Llc’s Sharpe Ratio?
FundX Investment Group, Llc’s Sharpe Ratio is 2.14.
What is FundX Investment Group, Llc’s portfolio value?
FundX Investment Group, Llc’s portfolio value is $411.04M.
What is FundX Investment Group, Llc’s average return since the fund’s last 13F filing?
FundX Investment Group, Llc’s average return since the fund’s last 13F filing is 26.52%.
What was FundX Investment Group, Llc’s average return in the last 12 months?
FundX Investment Group, Llc’s average return in the last 12 months was 24.77%.
What was FundX Investment Group, Llc’s average return in the last 3 years?
FundX Investment Group, Llc’s average return in the last 3 years was 12.35%.
When was the most recent most recent 13F form submitted by FundX Investment Group, Llc?
FundX Investment Group, Llc's most recent 13F form was submitted on Dec 31, 2021.
who are the best performing hedge funds?
Head over to our Expert Center to see a list of the Top Hedge Fund Managers and follow the top hedge fund managers of your choice. Visit their profiles for more details about their holdings and see how they perform on a stock-by-stock basis.
What is Janet Brown Net Worth?
Janet Brown is Managing FundX Investment Group, Llc which has a net worth of $411.04M.
TipRanks & Hedge Funds: TipRanks measures the performance of Janet Brown and other hedge fund managers based on information submitted to the SEC. Any hedge fund managing over $100M is required to submit a 13F form to the SEC which lists their current holdings at the end of each fiscal quarter. TipRanks uses this information to determine how each hedge fund performed in comparison to other hedge funds and to the S&P 500. Top Hedge Funds are determined by those that generate the highest return based on their stock portfolio.
Disclosure on Hedge Fund Expert Ranking:
We only track and measure hedge fund managers based on their long positions on stocks and ETFs. Our ranking excludes:
1. Hedge funds that manage stocks of more than 1,500 different companies
2. Hedge funds with a portfolio turnover of over 50% from the previous quarter
3. Securities are not stocks, such as warrants, units, stock options (calls and puts), international investments, swaps, short positions, etc.
Disclosure on Hedge Fund Expert Ranking:
We only track and measure hedge fund managers based on their long positions on stocks and ETFs. Our ranking excludes:
1. Hedge funds that manage stocks of more than 1,500 different companies
2. Hedge funds with a portfolio turnover of over 50% from the previous quarter
3. Securities are not stocks, such as warrants, units, stock options (calls and puts), international investments, swaps, short positions, etc.