A decade ago, foreign markets, particularly emerging markets like Brazil and Mexico, were clearly the place to be. But markets changed, and in recent years, U.S. markets have strongly outperformed most foreign markets. This can make it difficult for investors to decide when to invest in foreign funds.
Upgrading is a logical, repeatable, and proven investment strategy that has helped thousands of investors use mutual funds and exchange-traded funds (ETFs) to build wealth, navigate changing markets, and meet lifelong investment goals since 1969.
FundX pioneered the use of noload mutual funds to professionally manage investment portfolios. The firm uses its time-tested Upgrading approach to build and manage custom portfolios of funds and ETFs for high-net-worth individuals, foundations and corporate retirement plans.
Since 1976, FundX’s highly rated NoLoad FundX newsletter has given enterprising investors the tools they need to take Upgrading into their own hands and stay on track in an ever-changing world.