Where this fund's issuers are based
57% of weight resolved to an issuer; bonds/private/foreign unresolved issuers excludedAs of March 31, 2026 · N-PORT
Click a bar to list the issuers behind it, ranked by portfolio weight.
State of incorporation (US issuers)
Country of incorporation (non-US issuers)
Principal office state (US)
Principal office country (non-US)
Issuer principal offices
60% of portfolio weight mapped · dot area ∝ portfolio weightIssuers based in
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| Issuer | Value | % of fund |
|---|---|---|
Largest issuers shown.
Fund contact details
- FundX-Square Balanced Fund
- Trust / registrantX-SQUARE BALANCED FUND (CIK 1763143)
- Principal office 208 PONCE DE LEON AVE., STE. 1111, SAN JUAN, PR 00918
- Phone787-282-1621
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.