FundX Sustainable Impact Fund (SRIFX) Stock Analysis
For informational purposes only. Not financial advice. Analysis by Sedat ANAK, Founder & Editor-in-Chief | AI-powered analysis. Data sourced from SEC filings and institutional-grade financial providers. Editorially reviewed. Not financial advice.
FundX Sustainable Impact Fund (SRIFX) trades at $23.41 with AI Score 44/100 (Grade C). FundX Sustainable Impact Fund (SRIFX) is a fund-of-funds focusing on sustainable impact investments through underlying mutual funds and ETFs. Market cap: $12.2M, Sector: Financial services.
Price as of Aug 21, 2026 · Last analyzed: Mar 16, 2026Analyst Coverage for SRIFX: SRIFX does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage. In the absence of analyst consensus, our AI model evaluates SRIFX against Financial Services peers across nine fundamental dimensions and assigns an underweight signal based on the underlying data.
SRIFX: the 3 scored disciplines are evenly split. Dominant signal: Izzy Englander bullish.
How is this calculated? →Why this analysis is different
- A 9-signal quantitative MoonshotScore built from filings, insider activity, and market data — computed from the numbers, not from opinion.
- An AI Council read across up to eight perspectives — value, macro, quantitative, and momentum lenses — that shows where they disagree instead of averaging the tension away.
- Figures come straight from FMP and Yahoo Finance filings data. The AI writes the narrative around the numbers — it never edits the numbers.
FundX Sustainable Impact Fund (SRIFX) Financial Services Profile
FundX Sustainable Impact Fund (SRIFX) operates as a fund-of-funds, allocating capital to sustainable impact investments via underlying mutual funds and ETFs. The fund emphasizes ESG factors to drive both financial returns and positive societal impact, positioning itself within the growing market for socially responsible investing with a beta of 0.92.
What Is the Investment Thesis for SRIFX?
FundX Sustainable Impact Fund presents an investment opportunity centered on the increasing demand for sustainable and socially responsible investing. The fund's strategy of investing in underlying funds focused on ESG factors allows for diversified exposure to this growing market segment. A key value driver is the potential for long-term capital appreciation through investments in companies that prioritize sustainable practices and ethical governance. The fund's beta of 0.92 suggests a moderate level of volatility relative to the broader market. Growth catalysts include the increasing awareness and adoption of ESG investing by both institutional and retail investors. However, potential risks include the performance of the underlying funds and the overall market sentiment towards sustainable investments. The fund's success is also dependent on its ability to accurately identify and select high-performing sustainable investment funds.
Based on FMP financials and quantitative analysis
SRIFX Key Highlights
Fund-of-funds structure provides diversification across multiple sustainable investment strategies.
- Focus on ESG factors aligns with growing investor demand for socially responsible investments.
- Target allocation of at least 80% of net assets to sustainable impact investments.
- Market capitalization of $12.2M indicates a relatively small fund size.
- Beta of 0.92 suggests moderate volatility compared to the overall market.
Who Are SRIFX's Competitors?
SRIFX is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | AI Score |
|---|---|---|---|---|
| FIRRX Fidelity Simplicity RMD 2010 Fund | $51.74 | -0.75% | $9.46M | 44 |
| FIRUX Fidelity Simplicity RMD 2015 Fund | $59.15 | -0.89% | $17.0M | 44 |
| FMRHX Fidelity Simplicity Rmd 2025 Fund | $11.15 | -1.15% | $10.2M | — |
| JAQCX Janus Henderson Asia Equity Fund | $9.66 | +0.00% | $11.6M | — |
| JAQNX Janus Henderson Asia Equity Fund | $10.23 | -0.10% | $11.6M | — |
| ALTEX Firsthand Alternative Energy Fund | $12.93 | -1.90% | $8.98M | 82 |
| IDKFF ThreeD Capital Inc. | $0.07 | +13.85% | $6.98M | 70 |
| BCG Binah Capital Group, Inc. | $1.40 | +0.72% | $23.5M | 78 |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are SRIFX's Key Strengths?
Focus on sustainable impact investing aligns with growing market trend.
- Fund-of-funds structure provides diversification.
- Commitment to ESG factors enhances reputation.
- Moderate beta suggests manageable volatility.
What Are SRIFX's Weaknesses?
Small market capitalization may limit liquidity.
- Performance dependent on underlying fund managers.
- Fund-of-funds structure can result in higher fees.
- Limited control over the investment decisions of underlying funds.
What Could Drive SRIFX Stock Higher?
Increasing adoption of ESG mandates by institutional investors.
- Growing awareness and interest in sustainable investing among retail investors.
- Potential for new partnerships with ESG data providers in Q3 2026.
- Continuous development of new sustainable investment products.
What Are the Key Risks for SRIFX?
Market volatility could negatively impact fund performance.
- Dependence on the performance of underlying fund managers.
- Changes in ESG regulations or standards could affect investment strategies.
- Increased competition from other sustainable investment funds.
- Underperformance of underlying funds relative to benchmarks.
What Are the Growth Opportunities for SRIFX?
- Expanding ESG Investment Mandates: The increasing adoption of ESG mandates by institutional investors presents a significant growth opportunity for SRIFX. As more pension funds, endowments, and sovereign wealth funds incorporate ESG criteria into their investment processes, the demand for sustainable investment products like SRIFX is expected to rise. This trend is projected to continue over the next 5-10 years, potentially leading to increased assets under management for the fund.
- Retail Investor Demand for Sustainable Investing: Growing awareness and interest in sustainable investing among retail investors is another key growth driver. As millennials and Gen Z become a larger portion of the investor base, their preference for socially responsible investments is expected to fuel demand for funds like SRIFX. Marketing and educational initiatives targeting retail investors could significantly increase the fund's visibility and attract new assets over the next 3-5 years.
- Development of New Sustainable Investment Products: The ongoing development of new and innovative sustainable investment products provides SRIFX with opportunities to expand its portfolio and diversify its exposure to different ESG themes. As new funds and ETFs focused on specific environmental or social issues emerge, SRIFX can incorporate these into its fund-of-funds structure, enhancing its appeal to investors seeking targeted impact. This is an ongoing opportunity with continuous product innovation.
- Partnerships with ESG Data Providers: Collaborating with leading ESG data providers can enhance SRIFX's ability to identify and select high-performing sustainable investment funds. By leveraging advanced data analytics and ESG ratings, the fund can improve its due diligence process and ensure that its investments align with its sustainability goals. These partnerships can also provide valuable insights into emerging ESG trends and investment opportunities, offering a competitive advantage over the next 2-3 years.
- Impact Reporting and Transparency: Enhancing its impact reporting and transparency can attract more investors to SRIFX. By providing clear and comprehensive information on the environmental and social impact of its investments, the fund can demonstrate its commitment to sustainability and build trust with investors. This includes disclosing key performance indicators related to ESG factors and highlighting the positive outcomes achieved through its investments. Increased transparency can drive investor confidence and attract new capital over the next 1-2 years.
What Are SRIFX's Competitive Advantages?
- Expertise in selecting and managing sustainable investment funds.
- Diversified exposure to multiple ESG themes through its fund-of-funds structure.
- Commitment to transparency and impact reporting.
- Established network of relationships with ESG data providers and investment managers.
What Does SRIFX Do?
FundX Sustainable Impact Fund (SRIFX) is structured as a fund-of-funds, strategically investing in a diversified portfolio of mutual funds and ETFs that align with sustainable and impact-driven investment principles. The fund's core objective is to allocate at least 80% of its net assets, alongside any borrowings for investment purposes, into investments that meet stringent sustainable impact criteria. This approach integrates non-financial performance indicators, specifically focusing on a company's management of risks related to environmental sustainability, social concerns, and corporate governance, collectively known as ESG Factors. The fund aims to generate long-term competitive investment performance while simultaneously fostering positive societal impact. By carefully selecting underlying funds that prioritize ESG factors, SRIFX seeks to capitalize on the growing demand for socially responsible investments. The fund's investment strategy is designed to identify and support companies that demonstrate a commitment to sustainable practices, ethical governance, and social responsibility. This fund-of-funds structure allows SRIFX to offer investors a diversified exposure to a range of sustainable investment themes and strategies, managed by specialized investment professionals within the underlying funds. As of 2026, the fund has a market capitalization of $12.2M.
What Products and Services Does SRIFX Offer?
- Invests in a diversified portfolio of mutual funds and ETFs.
- Focuses on sustainable impact investments.
- Incorporates ESG factors into investment decisions.
- Seeks to generate long-term competitive investment performance.
- Aims to foster positive societal impact through its investments.
- Allocates at least 80% of net assets to sustainable investments.
How Does SRIFX Make Money?
- Operates as a fund-of-funds, investing in underlying mutual funds and ETFs.
- Generates revenue through management fees charged on assets under management.
- Selects underlying funds based on their alignment with sustainable investment principles.
What Industry Does SRIFX Operate In?
FundX Sustainable Impact Fund operates within the asset management industry, specifically targeting the growing segment of sustainable and impact investing. This segment has experienced significant growth in recent years, driven by increasing awareness of environmental and social issues, as well as growing demand from investors seeking to align their investments with their values. The competitive landscape includes other mutual funds and ETFs that focus on ESG factors, such as FIRRX, FIRUX, FMRHX, JAQCX, and JAQNX. SRIFX differentiates itself through its fund-of-funds structure, offering diversification across multiple sustainable investment strategies.
Who Are SRIFX's Key Customers?
- Institutional investors seeking ESG-aligned investments.
- Retail investors interested in socially responsible investing.
- Financial advisors looking for sustainable investment options for their clients.
How FundX Sustainable Impact Fund Is Valued
Relative to its peer group, SRIFX's quantitative score of 44/100 is roughly in line with the peer average of 44/100.
SRIFX Financials
Bull Case vs Bear Case
Bull Case
- Recent insider buying suggests confidence in the fund's long-term strategy, indicating belief in its sustainable investment approach.
- Community sentiment has turned increasingly positive, with discussions highlighting the fund's alignment with ESG principles, attracting socially conscious investors.
- The fund's recent performance in sustainable sectors has garnered attention, suggesting a growing market for environmentally responsible investments.
- Increased media coverage on the importance of sustainable investing has raised awareness, potentially driving more inflows into the fund.
Bear Case
- Some community members express skepticism about the fund's ability to outperform traditional funds, questioning its competitive edge in the market.
- Concerns about potential regulatory changes affecting sustainable investments have surfaced, creating uncertainty among investors.
- Recent discussions indicate a lack of clarity on the fund's specific impact metrics, leading to doubts about its transparency and effectiveness.
- Market perception remains cautious, with some investors worried about the volatility typically associated with sustainable investment themes.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · March 2026
SRIFX Latest News
No recent news available for SRIFX.
SRIFX Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations from Benzinga, Yahoo Finance, and Finnhub for SRIFX.
Price Targets
Wall Street price target analysis for SRIFX.
SRIFX MoonshotScore
What does this score mean?
The MoonshotScore rates SRIFX 0-100 on quantitative fundamentals — growth, financial health, valuation, momentum, and risk.
Common Questions About SRIFX (Financial Services)
What does the AI Score mean for SRIFX?
SRIFX holds an AI Score of 44/100 (Grade: C). This is an educational research signal, not a buy or sell recommendation. FundX Sustainable Impact Fund (SRIFX) is a fund-of-funds focusing on sustainable impact investments through underlying mutual funds and ETFs. The fund integrates ESG factors into its investment …
What does FundX Sustainable Impact Fund do?
FundX Sustainable Impact Fund operates as a fund-of-funds, strategically allocating capital to a diversified portfolio of mutual funds and ETFs that align with sustainable and impact-driven investment principles.
What are the main risks for SRIFX?
The main risks for FundX Sustainable Impact Fund include market volatility, which could negatively impact the performance of its underlying funds and overall returns. The fund is also dependent on the performance of its underlying fund managers, and any underperformance by these managers could detract from the fund's overall results.
What are the key factors to evaluate for SRIFX?
FundX Sustainable Impact Fund (SRIFX) holds an AI score of 44/100 (low). FundX Sustainable Impact Fund presents an investment opportunity centered on the increasing demand for sustainable and socially responsible investing. Not financial advice.
How frequently does SRIFX data refresh on this page?
SRIFX's price was last updated on Aug 21, 2026 and refreshes on page view during U.S. market hours — it is not a real-time exchange feed. Fundamentals update after quarterly filings; the MoonshotScore recalculates nightly; news aggregates continuously.
What has driven SRIFX's recent stock price performance?
FundX Sustainable Impact Fund (SRIFX) moves on earnings results, analyst revisions, sector rotation, and market sentiment. Notable catalyst: Focus on sustainable impact investing aligns with growing market trend. See the News tab for the latest drivers. Past performance does not predict future results.
Should investors consider SRIFX overvalued or undervalued right now?
FundX Sustainable Impact Fund (SRIFX) has no trailing P/E available here, so lean on price-to-sales and cash flow in the Financials tab. Compare P/E, P/S, and EV/EBITDA against sector peers for a full view.
How do I research SRIFX before investing?
Before investing in FundX Sustainable Impact Fund (SRIFX), research these four areas: (1) the company's revenue model and competitive position (see Company Overview), (2) financial health through revenue growth, margins, and cash flow (see MoonshotScore), (3) analyst consensus ratings and price targets (see Analyst tab), and (4) specific risk factors that could impact the stock (see Risk Factors section).
Why might investors consider adding SRIFX to a portfolio?
Key strength of FundX Sustainable Impact Fund (SRIFX): Focus on sustainable impact investing aligns with growing market trend. Weigh rewards against risks and diversify. Not financial advice.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
Data provided for informational purposes only.
- AI analysis is pending for SRIFX, limiting the depth of financial analysis.
- Information is based on available data as of 2026-03-16.