Our Investment Newsletter

Published since 1976, the NoLoad FundX newsletter allows the successful Upgrading strategy to be available to all investors.

NoLoad FundX provides an effective, easy-to-use system that identifies the top-performing noload mutual funds and exchange traded funds (ETFs). The monthly newsletter separates hundreds of funds and ETFs into 5 risk classes. Each fund is ranked and scored based on near-term performance figures.

NoLoad FundX consistently ranks highly for both actual and risk-adjusted returns. The Hulbert Financial Digest, watchdog of investment newsletters, consistently ranks our model growth portfolio among the very best for 10-year, 15-year and 25-year periods.