FundX ETF (XCOR) 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 ETF (XCOR) trades at $88.14 with AI Score 44/100 (Grade C). FundX ETF (XCOR) is an asset management fund that invests primarily in Core Equity Underlying ETFs, which hold diversified portfolios of U. Market cap: $196M, Sector: Financial services.
Price as of Aug 21, 2026 · Last analyzed: Mar 16, 2026Analyst Coverage for XCOR: XCOR 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 XCOR against Financial Services peers across nine fundamental dimensions and assigns an underweight signal based on the underlying data.
XCOR: 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 ETF (XCOR) Financial Services Profile
FundX ETF (XCOR) is an asset management fund focused on diversified equity exposure through Core Equity Underlying ETFs, targeting both U.S. and foreign companies, including potential allocation to emerging markets. The fund aims to provide broad market access with a focus on established companies and a beta of 1.05.
What Is the Investment Thesis for XCOR?
FundX ETF (XCOR), with a market capitalization of $196M and a beta of 1.05, offers investors diversified exposure to global equity markets through its investment in Core Equity Underlying ETFs. A key value driver is the fund's ability to provide broad market access with a single investment, simplifying portfolio construction for investors. The potential allocation of up to 50% of assets to emerging markets ETFs presents a growth catalyst, allowing investors to participate in high-growth economies. However, the fund's performance is subject to the performance of the underlying ETFs and the overall market conditions. The absence of a dividend yield may deter income-seeking investors. The fund's success hinges on its ability to effectively select and allocate capital among its underlying ETFs to deliver competitive returns.
Based on FMP financials and quantitative analysis
XCOR Key Highlights
Fund invests predominantly in Core Equity Underlying ETFs, providing diversified exposure to U.S. and foreign companies.
- The fund may allocate up to 50% of its assets to Underlying ETFs focused on emerging markets, offering potential for higher growth.
- FundX ETF has a market capitalization of $196M, indicating its size within the asset management landscape.
- The fund's beta is 1.05, suggesting a market risk level close to the overall market.
- FundX ETF does not offer a dividend yield, which may impact its appeal to income-focused investors.
Who Are XCOR's Competitors?
XCOR is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | AI Score |
|---|---|---|---|---|
| AVGV Avantis All Equity Markets Value ETF 9 | $87.66 | -0.41% | $400M | 47 |
| HERO Global X - Video Games & Esports ETF | $27.31 | -0.80% | $140M | 44 |
| HFGO Hartford Large Cap Growth ETF | $29.20 | -0.85% | $171M | 44 |
| HSCZ iShares Currency Hedged MSCI EAFE Small-Cap ETF | $43.55 | +0.36% | $226M | 47 |
| IFV First Trust Dorsey Wright International Focus 5 ETF | $25.77 | -1.37% | $261M | 47 |
| BANX ArrowMark Financial Corp. | $20.70 | +0.95% | $201M | 72 |
| MPV Barings Participation Investors | $16.26 | -0.85% | $175M | 67 |
| LIEN Chicago Atlantic BDC, Inc. | $9.74 | +2.53% | $223M | 86 |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are XCOR's Key Strengths?
Diversified investment strategy through Core Equity Underlying ETFs.
- Potential for emerging market exposure.
- Simplified portfolio construction.
- Broad market access.
What Are XCOR's Weaknesses?
Performance dependent on underlying ETF performance.
- Lack of dividend yield may deter income-seeking investors.
- Subject to market volatility.
- Expense ratio may impact competitiveness.
What Could Drive XCOR Stock Higher?
Potential for increased allocation to emerging markets ETFs.
- Growth in the global ETF market.
- Increasing demand for diversified investment solutions.
What Are the Key Risks for XCOR?
Market volatility impacting underlying ETF performance.
- Changes in investor sentiment towards equity markets.
- Increased competition among ETF providers.
- Economic downturns affecting global equity markets.
What Are the Growth Opportunities for XCOR?
- Expansion into new markets: FundX ETF could explore opportunities to expand its reach into new geographic markets or investor segments. This could involve partnering with local distributors or tailoring its investment products to meet the specific needs of different investor groups. Timeline: 2-3 years.
- Development of thematic ETFs: FundX ETF could develop new ETFs that focus on specific investment themes, such as sustainable investing, technology, or healthcare. These thematic ETFs could attract investors who are looking to align their investments with their values or capitalize on emerging trends. Thematic investing is gaining popularity, with investors increasingly seeking out investments that reflect their interests. Timeline: 1-2 years.
- Enhancement of existing ETF offerings: FundX ETF could enhance its existing ETF offerings by adding new features or benefits, such as lower fees, improved tracking error, or enhanced liquidity. This could help the fund attract more investors and increase its market share. The ETF market is highly competitive, and investors are increasingly focused on cost and performance. Timeline: Ongoing.
- Strategic partnerships: FundX ETF could form strategic partnerships with other financial institutions or asset managers to expand its distribution network or access new investment expertise. These partnerships could help the fund reach a wider audience and offer a more comprehensive range of investment solutions. Strategic partnerships are becoming increasingly common in the asset management industry. Timeline: 1-2 years.
- Increased focus on emerging markets: Given the fund's ability to allocate up to 50% of its assets to emerging markets ETFs, FundX ETF could increase its focus on these high-growth economies. This could involve developing new ETFs that specifically target emerging markets or increasing the allocation to existing emerging markets ETFs. Emerging markets are expected to continue growing at a faster pace than developed markets. Timeline: Ongoing.
What Are XCOR's Competitive Advantages?
- Diversified investment strategy reduces risk compared to individual stock picking.
- Access to a wide range of companies and sectors through underlying ETFs.
- Potential for emerging market exposure offers growth opportunities.
- Simplified portfolio construction appeals to a broad range of investors.
What Does XCOR Do?
FundX ETF (XCOR) operates within the asset management sector, focusing on providing investors with diversified exposure to global equity markets. The fund achieves this by primarily investing in Core Equity Underlying ETFs. These underlying ETFs typically hold a wide range of market capitalizations, encompassing well-established U.S. and foreign companies. This strategy allows FundX ETF to offer a broad market investment solution through a single investment vehicle. The fund's investment policy allows for flexibility in geographic allocation, with the potential to allocate up to 50% of its assets to Underlying ETFs that focus on emerging markets. This provides investors with exposure to high-growth economies and diversification beyond developed markets. The Core Equity Underlying ETFs may also invest in fixed income securities, adding another layer of diversification to the fund's holdings. FundX ETF's approach is designed to simplify the investment process for investors seeking diversified equity exposure. By investing in Underlying ETFs, the fund provides access to a broad range of companies and sectors without the need for individual stock selection. This can be particularly appealing to investors who are looking for a convenient and cost-effective way to participate in the global equity market.
What Products and Services Does XCOR Offer?
- Invests in Core Equity Underlying ETFs.
- Provides diversified exposure to U.S. and foreign companies.
- Offers potential allocation to emerging markets ETFs.
- Simplifies portfolio construction for investors.
- Provides access to a broad range of companies and sectors.
- Offers a convenient and cost-effective way to participate in the global equity market.
How Does XCOR Make Money?
- Generates revenue through management fees charged on assets under management (AUM).
- AUM growth is driven by net inflows and market appreciation of underlying ETF holdings.
- Expenses include operational costs, marketing, and distribution fees.
- Profitability depends on maintaining a competitive expense ratio and attracting investor capital.
What Industry Does XCOR Operate In?
FundX ETF operates in the asset management industry, which is characterized by a wide range of investment products and strategies. The industry is influenced by macroeconomic trends, market volatility, and investor sentiment. The increasing popularity of ETFs has led to greater competition among fund providers, with firms vying to offer innovative and cost-effective investment solutions. FundX ETF's focus on Core Equity Underlying ETFs positions it within the broader trend of diversified investment strategies. The asset management industry is expected to continue growing, driven by increasing wealth and demand for investment products.
Who Are XCOR's Key Customers?
- Retail investors seeking diversified equity exposure.
- Financial advisors looking for cost-effective investment solutions.
- Institutional investors seeking broad market access.
- Investors interested in emerging market exposure.
FundX ETF (XCOR) Valuation Context
Valued at $196M, XCOR is classified as a micro-cap stock. Relative to its peer group, XCOR's quantitative score of 44/100 is roughly in line with the peer average of 46/100.
Key Financial Metrics
Return on equity for FundX ETF stands at 0.0%, a gauge of how efficiently it converts shareholder capital into profit. Return on assets is 0.0%, showing how much profit it generates from its asset base. XCOR trades at a trailing price-to-earnings ratio of 0.00, below the Financial Services sector average of ~18x. Its free cash flow yield is 0.0%, a gauge of the cash the business throws off relative to its market value. A current ratio of 0.00 means current liabilities exceed short-term assets, a liquidity point worth watching. Its earnings yield is 0.0%, the inverse of the P/E and a quick read on earnings relative to price.
XCOR Financials
Bull Case vs Bear Case
Bull Case
- Recent insider buying activity suggests confidence in the company's future performance, indicating that key stakeholders believe in its potential.
- Positive community sentiment has surged in the last month, with discussions highlighting the ETF's diverse holdings and risk management strategies.
- Analysts have noted that FundX ETF's unique approach to balancing growth and value has resonated well with investors seeking stability in volatile markets.
- The ETF's recent performance in sectors showing resilience amidst economic uncertainty has attracted attention from both retail and institutional investors.
Bear Case
- Concerns over rising interest rates have led some investors to question the sustainability of the ETF's current strategy, prompting a bearish outlook.
- Social sentiment has seen a spike in caution, with discussions reflecting worries about potential market corrections impacting the ETF's performance.
- Some community members express skepticism about the ETF's ability to outperform traditional benchmarks, leading to a more cautious investment stance.
- Recent regulatory changes in the ETF landscape have created uncertainty, causing investors to reevaluate their positions in FundX ETF.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · March 2026
XCOR Latest News
No recent news available for XCOR.
XCOR Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations from Benzinga, Yahoo Finance, and Finnhub for XCOR.
Price Targets
Wall Street price target analysis for XCOR.
XCOR MoonshotScore
What does this score mean?
The MoonshotScore rates XCOR 0-100 on quantitative fundamentals — growth, financial health, valuation, momentum, and risk.
Common Questions About XCOR (Financial Services)
What does the AI Score mean for XCOR?
XCOR holds an AI Score of 44/100 (Grade: C). This is an educational research signal, not a buy or sell recommendation. FundX ETF (XCOR) is an asset management fund that invests primarily in Core Equity Underlying ETFs, which hold diversified portfolios of U.S. and foreign companies. Up to 50% of its assets can be …
What does FundX ETF do?
FundX ETF is an asset management fund that provides investors with diversified exposure to global equity markets. It achieves this by primarily investing in Core Equity Underlying ETFs, which hold a wide range of U.S. and foreign companies.
What are the main risks for XCOR?
The main risks for FundX ETF include market volatility, which can impact the performance of the underlying ETFs. Changes in investor sentiment towards equity markets could also affect the fund's performance. Increased competition among ETF providers could put pressure on fees and margins. Economic downturns affecting global equity markets could negatively impact the fund's value.
How does FundX ETF generate revenue?
FundX ETF generates revenue primarily through management fees charged on its assets under management (AUM). These fees are typically a percentage of the fund's net asset value and are designed to cover the costs of managing the fund, including investment research, portfolio management, and administrative expenses.
How does FundX ETF manage risk in its portfolio?
FundX ETF manages risk through diversification by investing in Core Equity Underlying ETFs, which hold a broad range of U.S. and foreign companies across various sectors. This diversification helps to reduce the impact of any single company or sector on the fund's overall performance.
What are the key factors to evaluate for XCOR?
FundX ETF (XCOR) holds an AI score of 44/100 (low). FundX ETF (XCOR), with a market capitalization of $196M and a beta of 1.05, offers investors diversified exposure to global equity markets through its investment in Core Equity Underlying ETFs. Not financial advice.
How frequently does XCOR data refresh on this page?
XCOR'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 XCOR's recent stock price performance?
FundX ETF (XCOR) moves on earnings results, analyst revisions, sector rotation, and market sentiment. Notable catalyst: Diversified investment strategy through Core Equity Underlying ETFs. See the News tab for the latest drivers. Past performance does not predict future results.
Should investors consider XCOR overvalued or undervalued right now?
FundX ETF (XCOR) 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.
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 pending for XCOR, limiting comprehensive insights.
- Financial data based on available information and may be subject to change.