Established in 1969, FundX Investment Group 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
DAL provides personalized portfolio management for private clients with assets of $2 million and above.
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, following the same Upgrading principles we use to manage our private client portfolios.
