0000894189-25-004396 Sample Contracts
FUNDX INVESTMENT TRUST ETF OPERATING EXPENSES LIMITATION AGREEMENTEtf Operating Expenses Limitation Agreement • June 9th, 2025 • FundX Investment Trust • Delaware
effective as of the 6 day of June, 2025, by and between FundX Investment Trust, a Delaware statutory trust (the “Trust”), on behalf of the series of the Trust listed on Schedule A, which may be amended from time to time (the “Funds”), and the Advisor of the Funds, One Capital Management, LLC (the “Advisor”).
ONE CAPITAL MANAGEMENT, LLC SUB-ADVISORY AGREEMENTSub-Advisory Agreement • June 9th, 2025 • FundX Investment Trust • Delaware
Sub-Advisory Agreement (this "Agreement") entered into as of the 6th day of June, 2025, by and between One Capital Management, LLC, IOI Montgomery Street, Suite 2400, San Francisco, CA 94104 (the "Advisor"), and The Future Fund, LLC, 330 N. Wabash, Suite 2300, Chicago, IL 60611, a registered investment advisor registered under the Investment Advisers Act of 1940 (the "Advisers Act") (the "Sub- Adviser").
THIRD AMENDMENT TO THE ETF CUSTODY AGREEMENTEtf Custody Agreement • June 9th, 2025 • FundX Investment Trust
THIS THIRD AMENDMENT (this “Amendment”) to the ETF Custody Agreement dated as of August 29, 2022, as amended (the “Agreement”), is made and entered into as of March 29, 2025 (the “Effective Date”) by and between FUNDX INVESTMENT TRUST, a Delaware statutory trust (the “Trust”), and U.S. BANK NATIONAL ASSOCIATION, a national banking association organized and existing under the laws of the United States of America with its principal place of business at Minneapolis, Minnesota (the “Custodian”).
THIRD AMENDMENT TO THE ETF FUND ADMINISTRATION SERVICING AGREEMENTEtf Fund Administration Servicing Agreement • June 9th, 2025 • FundX Investment Trust
THIS THIRD AMENDMENT (this “Amendment”) to the ETF Fund Administration Servicing Agreement, dated as of August 29, 2022, as amended (the “Agreement”), is made and entered into as of March 29, 2025 (the “Effective Date”) by and between FUNDX INVESTMENT TRUST, a Delaware statutory trust, (the “Trust”) and U.S. BANCORP FUND SERVICES, LLC d/b/a U.S. BANK GLOBAL FUND SERVICES, a Wisconsin limited liability company (“USBGFS”).
THIRD AMENDMENT TO THE ETF FUND ACCOUNTING SERVICING AGREEMENTEtf Fund Accounting Servicing Agreement • June 9th, 2025 • FundX Investment Trust
THIS THIRD AMENDMENT (this “Amendment”) to the ETF Fund Accounting Servicing Agreement, dated as of August 29, 2022, as amended (the “Agreement”), is made and entered into as of March 29, 2025 (the “Effective Date”) by and between FUNDX INVESTMENT TRUST, a Delaware statutory trust, (the “Trust”) and U.S. BANCORP FUND SERVICES, LLC d/b/a U.S. BANK GLOBAL FUND SERVICES, a Wisconsin limited liability company (“USBGFS”).
THIRD AMENDMENT TO THE ETF TRANSFER AGENT SERVICING AGREEMENTEtf Transfer Agent Servicing Agreement • June 9th, 2025 • FundX Investment Trust
THIS THIRD AMENDMENT (this “Amendment”) to the ETF Transfer Agent Servicing Agreement, dated as of August 29, 2022, as amended (the “Agreement”), is made and entered into as of March 29, 2025 (the “Effective Date”) by and between FUNDX INVESTMENT TRUST, a Delaware statutory trust (the “Trust”) U.S. BANCORP FUND SERVICES, LLC d/b/a U.S. BANK GLOBAL FUND SERVICES, a Wisconsin limited liability company (“USBGFS”).