Established in 1969, FundX Investment Group (formerly DAL Investment Company) pioneered the use of noload mutual funds to professionally manage investment portfolios for clients.
Our performance is rooted in a systematic investment discipline known as Upgrading. This strategy allows us to be invested in the best performing mutual funds available – whatever the current market conditions.
We offer three services which provide access to the benefits of the Upgrading strategy.
- Investment Advisory Services
FundX provides personalized portfolio management for private client accounts.
- NoLoad FundX
Published since 1976, our widely-read newsletter delivers the tools investors need to apply our Upgrading methodology to their own portfolios.
- Mutual Funds
Available to all investors through many discount brokers, this series of open-end mutual funds is managed by FundX’s portfolio management team. The funds follow the same Upgrading principles we use to manage our private client portfolios.