FundX began in 1969 as a money management firm, and that remains our core business today. But we knew that investors could manage their own portfolios if they had the right tools and information, and that’s what led us to start NoLoad FundX in 1976.
When we first published NoLoad FundX, few investors managed their own money. But today, many investors manage their own accounts, and thousands of these investors rely on NoLoad FundX to help them invest wisely and with confidence. NoLoad FundX gives enterprising investors the tools they need to take Upgrading into their own hands and stay on track in an ever-changing world.
Few investment newsletters have lasted 40 years -- more than two-thirds of the investment newsletters that were around when we started NoLoad FundX in 1976 have stopped publishing -- but we believe our newsletter is a valuable resource for individual investors as well as our money management clients. It gives them monthly insights on how we’re thinking about the current market, and it provides a clear view of our investment process.
NoLoad FundX was the only fund newsletter to beat the market since 1980, according to the Wall Street Journal (June 2014), and it was frequently among the very best performing newsletters in The Hulbert Financial Digest, the watchdog of investment newsletters from 1980-2015.