# EDGAR Filing Document

**Accession Number:** 0001602508
**File Stem:** 0000894189-25-005090
**Filing Date:** 2025-7
**Character Count:** 9389
**Document Hash:** a641663e6f20fe8b6526c4da23ebc445
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0000894189-25-005090.hdr.sgml**: 20250722

**ACCESSION NUMBER**: 0000894189-25-005090

**CONFORMED SUBMISSION TYPE**: 497

**PUBLIC DOCUMENT COUNT**: 2

**FILED AS OF DATE**: 20250722

**DATE AS OF CHANGE**: 20250722

**EFFECTIVENESS DATE**: 20250722

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** FundX Investment Trust
- **CENTRAL INDEX KEY:** 0001602508

**ORGANIZATION NAME:**
- **EIN:** 000000000
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 0930

**FILING VALUES:**
- **FORM TYPE:** 497
- **SEC ACT:** 1933 Act
- **SEC FILE NUMBER:** 333-194652
- **FILM NUMBER:** 251139728

**BUSINESS ADDRESS:**
- **STREET 1:** 101 MONTGOMERY STREET, SUITE 2400
- **CITY:** SAN FRANCISCO
- **STATE:** CA
- **ZIP:** 94104-4138
- **BUSINESS PHONE:** 415-986-7979

**MAIL ADDRESS:**
- **STREET 1:** 2020 EAST FINANCIAL WAY, SUITE 100
- **CITY:** GLENDORA
- **STATE:** CA
- **ZIP:** 91741

## Series and Classes Contracts Data

### FundX ETF (Series ID: S000077552)

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|  |  |  |
|:---|:---|:---|
| Class Name | Ticker Symbol | Class ID   |
| FundX ETF  | XCOR          | C000238035 |

---

### FundX Aggressive ETF (Series ID: S000077553)

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|  |  |  |
|:---|:---|:---|
| Class Name           | Ticker Symbol | Class ID   |
| FundX Aggressive ETF | XNAV          | C000238036 |

---

### FundX Flexible ETF (Series ID: S000082812)

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|  |  |  |
|:---|:---|:---|
| Class Name         | Ticker Symbol | Class ID   |
| FundX Flexible ETF | XFLX          | C000246134 |

---

### FundX Conservative ETF (Series ID: S000082813)

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|  |  |  |
|:---|:---|:---|
| Class Name             | Ticker Symbol | Class ID   |
| FundX Conservative ETF | XRLX          | C000246135 |

---

## Series and Classes Contracts Data

### FundX ETF (Series ID: S000077552)

| Class ID   | Class Name   | Ticker Symbol   |
|:---|:---|:---|
| C000238035 | FundX ETF    | XCOR            |

### FundX Aggressive ETF (Series ID: S000077553)

| Class ID   | Class Name           | Ticker Symbol   |
|:---|:---|:---|
| C000238036 | FundX Aggressive ETF | XNAV            |

### FundX Flexible ETF (Series ID: S000082812)

| Class ID   | Class Name         | Ticker Symbol   |
|:---|:---|:---|
| C000246134 | FundX Flexible ETF | XFLX            |

### FundX Conservative ETF (Series ID: S000082813)

| Class ID   | Class Name             | Ticker Symbol   |
|:---|:---|:---|
| C000246135 | FundX Conservative ETF | XRLX            |

![fundxnewlogoa.jpg](fundxnewlogoa.jpg)

**FundX ETF - XCOR**

**FundX Aggressive ETF - XNAV**

**FundX Flexible ETF - XFLX**

**FundX Conservative ETF - XRLX**

**(together, the "Funds")**

**Supplement dated July 22, 2025 to the <br>Prospectus and Statement of Additional Information ("SAI")** <br>**dated January 31, 2025**

This supplement is being filed to inform shareholders that, effective immediately, Mr. Mark Dea no longer serves as a Portfolio Manager to the Funds. Accordingly, all references to Mr. Dea are hereby removed in their entirety in the Funds' Prospectus and Statement of Additional Information.

In addition, effective immediately, Messrs. Steven Cowley, Lance Messervy, and Jeffrey Smith were added as Portfolio Managers to the Funds.

*The following disclosure regarding portfolio managers is added for each of the Funds:*

**Portfolio Managers**

Steven Cowley, Lance Messervy, and Jeffrey Smith have served as portfolio manager of the Fund effective as of the date of this supplement.

*The following disclosure related to the investment committee for the Funds under the heading "Portfolio Managers" is added:*

Effective as of the date of this supplement the following members, in addition to Sean McKeon, are now included as members of the investment committee.

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| | | |
|:---|:---|:---|
| **<u>Name</u>** | **<u>Title</u>** | **<u>Tenure with the <br>Advisor</u>** |
| Steven Cowley | Portfolio Manager | 2004 |
| Lance Messervy | Portfolio Manager | 2013 |
| Jeffrey Smith | Portfolio Manager | 2001 |

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*The following biographies have been added under the heading "Portfolio Managers."*

Mr. Steven Cowley holds a Bachelor of Arts degree in Finance from The University of Utah and is a Chartered Financial Analyst. Steven began his career with One Capital Management in 2004 and serves as Chief Investment Officer. Steven is a member of the Los Angeles Society of Financial Analysts. He also serves on the Board of Directors for the Boy Scouts of America, Western Los Angeles County Council. Steven serves on the investment committee for the FundX ETFs.

Mr. Lance Messervy earned both a Master of Science in Finance and a Bachelor of Science in Finance from the University of Utah. He is a CFA Level 2 candidate. Lance began his career with

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One Capital Management in 2013 and leads the Private Client Portfolio Management Team. He is responsible for the investment decisions and active daily management of OCM's globally diversified portfolios. In addition, Lance directs the firm's ETF research efforts. Lance serves on the investment committee for the FundX ETFs.

Mr. Jeffrey Smith holds a Bachelor of Arts in Politics from Willamette University. Jeffrey began his career with FundX Investment Group in 2001 and served as an investment committee member and managed Operation and Marketing. He moved on to serve as Managing Partner and facilitated the acquisitions of FundX Investment Group by One Capital Management in 2022. He continues to serve as Investment Committee member and Managing Director. He serves as President and Secretary of FundX Investment Trust and is an Interested Trustee member of the board.

*The disclosure regarding other accounts managed by the investment committee under the heading "Portfolio Managers" in the SAI is hereby revised as follows:*

**Portfolio Managers**

The Funds are managed by an investment committee consisting of Messrs. Steven Cowley, Lance Messervy, Jeffrey Smith, and Sean McKeon, whom are all considered "Portfolio Managers".

The information below represents all of the other accounts managed by the investment committee as of June 30, 2025:

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| | | | | |
|:---|:---|:---|:---|:---|
| **Steven Cowley, Sean McKeon, and Lance Messervy** | **Steven Cowley, Sean McKeon, and Lance Messervy** | **Steven Cowley, Sean McKeon, and Lance Messervy** | **Steven Cowley, Sean McKeon, and Lance Messervy** | **Steven Cowley, Sean McKeon, and Lance Messervy** |
| **Category of<br>Account** | **Total Number of<br>Accounts Managed** | **Total Assets in<br>Accounts Managed** | **Number of<br>Accounts for<br>which Advisory<br>Fee is Based on<br>Performance** | **Assets in<br>Accounts for<br>which Advisory<br>Fee is Based on<br>Performance** |
| Other Registered Investment Companies | 0 | $0 | 0 | 0 |
| Other Pooled Investment Vehicles | 0 | $0 | 0 | 0 |
| Other Accounts | 2979 | $5826790561 | 0 | 0 |

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| | | | | |
|:---|:---|:---|:---|:---|
| **Jeffrey Smith** | **Jeffrey Smith** | **Jeffrey Smith** | **Jeffrey Smith** | **Jeffrey Smith** |
| **Category of<br>Account** | **Total Number of<br>Accounts Managed** | **Total Assets in<br>Accounts Managed** | **Number of<br>Accounts for<br>which Advisory<br>Fee is Based on<br>Performance** | **Assets in<br>Accounts for<br>which Advisory<br>Fee is Based on<br>Performance** |
| Other Registered Investment Companies | 0 | $0 | 0 | 0 |
| Other Pooled Investment Vehicles | 0 | $0 | 0 | 0 |
| Other Accounts | 0 | $0 | 0 | 0 |

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*The disclosure regarding ownership of the Funds by the portfolio managers under the heading "Portfolio Managers" in the SAI is hereby revised as follows:*

The following indicates the beneficial ownership of each Portfolio Manager of each Fund as of June 30, 2025:

**<u>Amount Invested Key</u>**<br>A.None<br>B.$1-$10,000<br>C.$10,001-$50,000<br>D.$50,001-$100,000<br>E.$100,001-$500,000<br>F.$500,001-$1,000,000<br>G.Over $1,000,000<br>

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| | | | | |
|:---|:---|:---|:---|:---|
| **Name of Portfolio Manager** | **Dollar Range of Equity Securities in each Fund** <br>**(A. None, B. $1-$10,000, C. $10,001-$50,000, D. $50,001-$100,000,**<br>**E. $100,001-$500,000, F. $500,001-$1,000,000, G. Over $1,000,000)** | **Dollar Range of Equity Securities in each Fund** <br>**(A. None, B. $1-$10,000, C. $10,001-$50,000, D. $50,001-$100,000,**<br>**E. $100,001-$500,000, F. $500,001-$1,000,000, G. Over $1,000,000)** | **Dollar Range of Equity Securities in each Fund** <br>**(A. None, B. $1-$10,000, C. $10,001-$50,000, D. $50,001-$100,000,**<br>**E. $100,001-$500,000, F. $500,001-$1,000,000, G. Over $1,000,000)** | **Dollar Range of Equity Securities in each Fund** <br>**(A. None, B. $1-$10,000, C. $10,001-$50,000, D. $50,001-$100,000,**<br>**E. $100,001-$500,000, F. $500,001-$1,000,000, G. Over $1,000,000)** |
| | **FundX ETF** | **FundX Aggressive ETF** | **FundX Flexible ETF** | **FundX Conservative ETF** |
| Steven Cowley | A | A | A | A |
| Lance Messervy | A | A | A | A |
| Jeffrey Smith | G | E | A | A |
| Sean McKeon | F | C | D | E |

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Please contact the Fund at 1-866-455-FUND [3863] or your financial advisor if you have questions or need assistance. These documents are available upon request and without charge by calling the Fund at 1-866-455-FUND [3863].

**Please retain this Supplement with your Prospectus and SAI for future reference.**

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