Form N-PX FundX Investment Trust For: Jun 30
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM N-PX ANNUAL REPORT OF PROXY VOTING RECORD OF REGISTERED MANAGEMENT INVESTMENT COMPANY INVESTMENT COMPANY ACT FILE NUMBER: 811-22951 NAME OF REGISTRANT: FundX Investment Trust ADDRESS OF PRINCIPAL EXECUTIVE OFFICES: 101 Montgomery Street, Suite 2400 San Francisco, CA 94104 NAME AND ADDRESS OF AGENT FOR SERVICE: Jeff Smith 101 Montgomery Street, Suite 2400 San Francisco, CA 94104 REGISTRANT'S TELEPHONE NUMBER: 415-248-8371 DATE OF FISCAL YEAR END: 09/30 DATE OF REPORTING PERIOD: 07/01/2021 - 06/30/2022
FundX Aggressive Upgrader Fund -------------------------------------------------------------------------------------------------------------------------- FIDELITY SELECT PORTFOLIOS Agenda Number: 935490247 -------------------------------------------------------------------------------------------------------------------------- Security: 316390723 Meeting Type: Special Meeting Date: 20-Oct-2021 Ticker: FSVLX ISIN: US3163907237 -------------------------------------------------------------------------------------------------------------------------- Prop.# Proposal Proposal Proposal Vote For/Against Type Management 2. To modify Consumer Finance Portfolio's Mgmt For For fundamental concentration policy. -------------------------------------------------------------------------------------------------------------------------- JP MORGAN US EQUITY Agenda Number: 935492671 -------------------------------------------------------------------------------------------------------------------------- Security: 4812C1793 Meeting Type: Special Meeting Date: 23-Nov-2021 Ticker: PSOPX ISIN: US4812C17936 -------------------------------------------------------------------------------------------------------------------------- Prop.# Proposal Proposal Proposal Vote For/Against Type Management 1. DIRECTOR John F. Finn Mgmt For For Stephen P. Fisher Mgmt For For Gary L. French Mgmt For For Kathleen M. Gallagher Mgmt For For Robert J. Grassi Mgmt For For Frankie D. Hughes Mgmt For For Raymond Kanner Mgmt For For Thomas P. Lemke Mgmt For For Lawrence Maffia Mgmt For For Mary E. Martinez Mgmt For For Marilyn McCoy Mgmt For For Dr. Robert A. Oden, Jr. Mgmt For For Marian U. Pardo Mgmt For For Emily A. Youssouf Mgmt For For Robert F. Deutsch Mgmt For For Nina O. Shenker Mgmt For For FundX Conservative Upgrader Fund -------------------------------------------------------------------------------------------------------------------------- PARNASSUS FUND Agenda Number: 935478859 -------------------------------------------------------------------------------------------------------------------------- Security: 701765406 Meeting Type: Special Meeting Date: 28-Sep-2021 Ticker: PFPWX ISIN: US7017654069 -------------------------------------------------------------------------------------------------------------------------- Prop.# Proposal Proposal Proposal Vote For/Against Type Management 1. To approve a new investment advisory Mgmt For For agreement with Parnassus Investments, LLC for the Fund. -------------------------------------------------------------------------------------------------------------------------- PARNASSUS FUND Agenda Number: 935478861 -------------------------------------------------------------------------------------------------------------------------- Security: 701765F55 Meeting Type: Special Meeting Date: 28-Sep-2021 Ticker: ISIN: -------------------------------------------------------------------------------------------------------------------------- Prop.# Proposal Proposal Proposal Vote For/Against Type Management 2. DIRECTOR Donald J. Boteler Mgmt No vote Alecia A. DeCoudreaux Mgmt No vote Kay Yun Mgmt No vote Benjamin E. Allen Mgmt No vote Roy Swan, Jr Mgmt No vote Rajesh Atluru Mgmt No vote Eric P. Rakowski Mgmt No vote -------------------------------------------------------------------------------------------------------------------------- TRANSAMERICA IDEX MUTUAL FUNDS Agenda Number: 935491910 -------------------------------------------------------------------------------------------------------------------------- Security: 893962175 Meeting Type: Special Meeting Date: 02-Dec-2021 Ticker: TFOIX ISIN: US8939621756 -------------------------------------------------------------------------------------------------------------------------- Prop.# Proposal Proposal Proposal Vote For/Against Type Management 1. DIRECTOR Sandra N. Bane Mgmt For For Leo J. Hill Mgmt For For Kathleen T. Ives Mgmt For For David W. Jennings Mgmt For For Lauriann C. Kloppenburg Mgmt For For Fredric A. Nelson III Mgmt For For John E. Pelletier Mgmt For For Patricia L. Sawyer Mgmt For For Marijn P. Smit Mgmt For For John W. Waechter Mgmt For For Alan F. Warrick Mgmt For For FundX Flexible Income Fund -------------------------------------------------------------------------------------------------------------------------- The fund held no voting securities during the reporting period and did not vote any securities or have any securities that were subject to a vote during the reporting period. FundX Sustainable Impact Fund -------------------------------------------------------------------------------------------------------------------------- PARNASSUS FUND Agenda Number: 935478859 -------------------------------------------------------------------------------------------------------------------------- Security: 701765406 Meeting Type: Special Meeting Date: 28-Sep-2021 Ticker: PFPWX ISIN: US7017654069 -------------------------------------------------------------------------------------------------------------------------- Prop.# Proposal Proposal Proposal Vote For/Against Type Management 1. To approve a new investment advisory Mgmt For For agreement with Parnassus Investments, LLC for the Fund. -------------------------------------------------------------------------------------------------------------------------- PARNASSUS FUND Agenda Number: 935478861 -------------------------------------------------------------------------------------------------------------------------- Security: 701765F55 Meeting Type: Special Meeting Date: 28-Sep-2021 Ticker: ISIN: -------------------------------------------------------------------------------------------------------------------------- Prop.# Proposal Proposal Proposal Vote For/Against Type Management 2. DIRECTOR Donald J. Boteler Mgmt For For Alecia A. DeCoudreaux Mgmt For For Kay Yun Mgmt For For Benjamin E. Allen Mgmt For For Roy Swan, Jr Mgmt For For Rajesh Atluru Mgmt For For Eric P. Rakowski Mgmt For For FundX Upgrader Fund -------------------------------------------------------------------------------------------------------------------------- PARNASSUS FUND Agenda Number: 935478859 -------------------------------------------------------------------------------------------------------------------------- Security: 701765406 Meeting Type: Special Meeting Date: 28-Sep-2021 Ticker: PFPWX ISIN: US7017654069 -------------------------------------------------------------------------------------------------------------------------- Prop.# Proposal Proposal Proposal Vote For/Against Type Management 1. To approve a new investment advisory Mgmt For For agreement with Parnassus Investments, LLC for the Fund. -------------------------------------------------------------------------------------------------------------------------- PARNASSUS FUND Agenda Number: 935478861 -------------------------------------------------------------------------------------------------------------------------- Security: 701765F55 Meeting Type: Special Meeting Date: 28-Sep-2021 Ticker: ISIN: -------------------------------------------------------------------------------------------------------------------------- Prop.# Proposal Proposal Proposal Vote For/Against Type Management 2. DIRECTOR Donald J. Boteler Mgmt No vote Alecia A. DeCoudreaux Mgmt No vote Kay Yun Mgmt No vote Benjamin E. Allen Mgmt No vote Roy Swan, Jr Mgmt No vote Rajesh Atluru Mgmt No vote Eric P. Rakowski Mgmt No vote -------------------------------------------------------------------------------------------------------------------------- SCHWAB FUNDS Agenda Number: 935574675 -------------------------------------------------------------------------------------------------------------------------- Security: 808524201 Meeting Type: Special Meeting Date: 01-Jun-2022 Ticker: SCHX ISIN: US8085242019 -------------------------------------------------------------------------------------------------------------------------- Prop.# Proposal Proposal Proposal Vote For/Against Type Management 1. DIRECTOR Walter W. Bettinger II Mgmt For For Richard A. Wurster Mgmt For For Robert W. Burns Mgmt For For Nancy F. Heller Mgmt For For David L. Mahoney Mgmt For For Jane P. Moncreiff Mgmt For For Kiran M. Patel Mgmt For For Kimberly S. Patmore Mgmt For For J. Derek Penn Mgmt For For Michael J. Beer Mgmt For For -------------------------------------------------------------------------------------------------------------------------- TRANSAMERICA IDEX MUTUAL FUNDS Agenda Number: 935491910 -------------------------------------------------------------------------------------------------------------------------- Security: 893962175 Meeting Type: Special Meeting Date: 02-Dec-2021 Ticker: TFOIX ISIN: US8939621756 -------------------------------------------------------------------------------------------------------------------------- Prop.# Proposal Proposal Proposal Vote For/Against Type Management 1. DIRECTOR Sandra N. Bane Mgmt No vote Leo J. Hill Mgmt No vote Kathleen T. Ives Mgmt No vote David W. Jennings Mgmt No vote Lauriann C. Kloppenburg Mgmt No vote Fredric A. Nelson III Mgmt No vote John E. Pelletier Mgmt No vote Patricia L. Sawyer Mgmt No vote Marijn P. Smit Mgmt No vote John W. Waechter Mgmt No vote Alan F. Warrick Mgmt No vote * Management position unknown SIGNATURES Pursuant to the requirements of the Investment Company Act of 1940, the registrant has duly caused this report to be signed on its behalf by the undersigned, thereunto duly authorized. (Registrant) FundX Investment Trust By (Signature) /s/ Jeff Smith Name Jeff Smith Title President Date 08/08/2022
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